On this day: Mar 1

A directional signal from Korea's largest demand-side company. However, all of it is a 2030 target, and no figures on current deployment results are given

The first primary source on the unit economics of inference. DeepSeek itself cautioned that this is an upper bound assuming all usage is paid, and that actual revenue is much lower

Showed that GPU acceleration alone, without unsupervised pretraining, delivered top performance, reviving the purely supervised learning approach