bullish

Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?

409 Views06 Mar 2025 14:19
SUMMARY
  • DeepSeek's (DS) low-cost, high-performance open-source model fundamentally altered the AI landscape, but server overload of DS's chatbot caused poor user experience;
  • Among many Internet platforms that integrated DS into their products, Tencent stood to benefit the most. Through DS, Tencent LLM climbed 3 spots to unseat ByteDance to become the No.1;
  • What Tencent has done right including preprocessing, answer caching and building dedicated nodes. Now Manus is catching the imagination of AI monetization, Tencent can possible benefit more.
Related Insights
More »
    Loading
Trending Collections
More »
    Loading
Trending Insights
More »
    Loading
Top Unpaywalled Insights
More »
    Loading
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Logo
Top Quartile
Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
x