Open source models will not win the AI race (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-20
Milk Road AI argues open source AI models will not win the AI race, claiming the market widely misread the significance of DeepSeek's early 2025 launch when Nvidia dropped 17%.
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Topics: open-source-aiai-competitiondeepseekai-market-dynamics
Claims
- Open source AI models will not win the AI race.
- The dominant market narrative around DeepSeek's early 2025 launch was completely wrong.
- DeepSeek's launch triggered a 17% drop in Nvidia's stock price.
Key quotes
Open source models will not win the AI race (Save this).
First, you need to understand what actually happened with DeepSeek, because the narrative got it completely wrong.