--- title: "I swear DeepSeek open-sourcing everything is some Sun-Tzu shit. \n\nAmerica is trying to build trillio..." source_name: "AI Breakfast(@AiBreakfast)" original_url: "https://x.com/AiBreakfast/status/2047680107163144474" canonical_url: "https://www.traeai.com/articles/99e287be-7b40-4fcf-95bd-275881c972d3" content_type: "tweet" language: "中文" score: 7.2 tags: ["DeepSeek","开源","大模型","AI战略","AGI"] published_at: "2026-04-24T14:12:36+00:00" created_at: "2026-05-02T12:05:05.656878+00:00" --- # I swear DeepSeek open-sourcing everything is some Sun-Tzu shit. America is trying to build trillio... Canonical URL: https://www.traeai.com/articles/99e287be-7b40-4fcf-95bd-275881c972d3 Original source: https://x.com/AiBreakfast/status/2047680107163144474 ## Summary DeepSeek 全面开源 V4 系列模型（含 1M 上下文、1.6T 参数 Pro 版），被解读为以‘孙子兵法’式战略瓦解美国 AI 垄断逻辑：当 AGI 核心技术公开，闭源护城河崩塌，估值与商业模型将重构。 ## Key Takeaways - DeepSeek-V4-Pro 以 1.6T 总参数、49B 活跃参数实现媲美顶级闭源模型的性能，并完全开源。 - AGI ‘秘方’公开化将削弱闭源企业的护城河，使高估值难以为继，商业模式被迫转向算力部署效率。 - 中美AI竞争已从技术竞赛升级为范式之争：垄断封闭 vs 开源协同，胜负关键或将取决于 token/s 的实际交付能力。 ## Content Title: AI Breakfast on X: "I swear DeepSeek open-sourcing everything is some Sun-Tzu shit. America is trying to build trillion-dollar AI monopolies, and China is trying to make that impossible. If the secret recipe to AGI is (eventually) public, the business model changes. Valuations compress." / X URL Source: http://x.com/AiBreakfast/status/2047680107163144474 Markdown Content: # AI Breakfast on X: "I swear DeepSeek open-sourcing everything is some Sun-Tzu shit. America is trying to build trillion-dollar AI monopolies, and China is trying to make that impossible. If the secret recipe to AGI is (eventually) public, the business model changes. Valuations compress." / X Don’t miss what’s happening People on X are the first to know. [Log in](http://x.com/login) [Sign up](http://x.com/i/flow/signup) # [](http://x.com/) ## Post See new posts # Conversation [![Image 2](https://pbs.twimg.com/profile_images/1597035080421019649/QnsiETGG_normal.jpg)](http://x.com/AiBreakfast) [AI Breakfast](http://x.com/AiBreakfast) [@AiBreakfast](http://x.com/AiBreakfast) I swear DeepSeek open-sourcing everything is some Sun-Tzu shit. America is trying to build trillion-dollar AI monopolies, and China is trying to make that impossible. If the secret recipe to AGI is (eventually) public, the business model changes. Valuations compress. Defensibility disappears. The premium on being closed starts to look like a liability instead of a strength. We need to put all of our resources into securing compute, because in the end, this will come down to who can deploy the most tokens per second. Quote ![Image 3](https://pbs.twimg.com/profile_images/1717417613775757312/Uk1zNOj4_mini.jpg) DeepSeek @deepseek_ai · Apr 24 ![Image 4: 🚀](https://abs.twimg.com/emoji/v2/svg/1f680.svg) DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length. ![Image 5: 🔹](https://abs.twimg.com/emoji/v2/svg/1f539.svg) DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models. ![Image 6: 🔹](https://abs.twimg.com/emoji/v2/svg/1f539.svg) DeepSeek-V4-Flash: 284B total / 13B active params. 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