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DeepSeek Proves It: Open Source is the Secret to Dominating Tech Markets (and Wall Street has it wrong).
(www.linuxfoundation.org)
This is a most excellent place for technology news and articles.
I think it's both. OpenAI was valued at a certain point because of a perceived moat of training costs. The cheapness killed the myth, but open sourcing it was the coup de grace as they couldn't use the courts to put the genie back into the bottle.