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不懂AI,死路一條 ---- DeepSeek陷入困境,即將玩完

不懂AI,死路一條 ---- DeepSeek陷入困境,即將玩完

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Kenji San
Jul 05, 2025
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Kenji’s Substack
Kenji’s Substack
不懂AI,死路一條 ---- DeepSeek陷入困境,即將玩完
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DeepSeek在今年初發表DeepSeek-R1大模型,成本低及宣稱性能與OpenAI相當,一度血洗華爾街。和一切大陸所有山寨貨一樣,頭一輪係威係勢,但是持航能力是零。

最新研究指出,DeepSeek的流量和用戶已呈現固化,市佔率下滑。

更傳出H20晶片被限制進入中國市場,導致新一代的R2開發陷入困境。

DeepSeek R1發布後,震撼股市和全球AI產業界,RI發布後,用戶應用流量激增,市佔率也隨之大幅提升。

不過,DeepSeek爆炸性成長並未跟上其他AI應用的步伐,DeepSeek隨之下滑。

DeepSeek流量的絕對值下降,數據更加嚴峻。

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