Opinion: DeepSeek scared away some AI funders. But this wealthy backer is ready to spend. - MarketWatch

1. Chinese lab DeepSeek's model matches ChatGPT's capabilities quickly. 2. AI pioneers face competition from efficient, low-cost alternatives. 3. Governments may fund AI research for national security, shifting investment dynamics. 4. Microsoft continues to invest in AI while hosting DeepSeek's model on Azure. 5. Market demand may favor 'good enough' AI solutions over high-end models.