Microsoft and Meta Address DeepSeek Threat. Copy and Surpass Is the Strategy. - Barron's
1. DeepSeek competes with Western AI firms at lower costs, affecting MSFT. 2. MSFT plans to integrate DeepSeek's advancements into Azure services. 3. Open-source model access could impact MSFT's partnership with OpenAI negatively. 4. Meta aims for cheaper AI solutions enhancing its advertising tools, indirectly affecting MSFT.