LLM tier review:


✅First tier (fully bullish): OpenAI, Anthropic (overseas data flywheel); DeepSeek (domestic $50B financing poured into compute power)
❌Second tier (not recommended for medium- to long-term holding): Grok, Zhipu, Kimi, Meta, etc.; intense internal competition—likely to be outflanked and hit with a dimensionality reduction attack by the first tier
❌Third tier (already taken over by the competition): MiniMax
Core logic: see who is least short of money. See the data flywheel powered by large user numbers—iteratively evolving and upgrading
META-0.21%
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