Model Perspective
Feb 26, 2026 · Artificial Intelligence
Why DeepSeek Skipped the Chinese New Year Red‑Packet Rush: A Cost‑Benefit Analysis
The article examines DeepSeek’s decision to avoid the Chinese New Year red‑packet promotion by modeling user acquisition costs, revenue, and compute constraints, showing that limited capital and the trade‑off between inference and training resources make mass user growth financially unattractive compared to larger rivals.
AI strategyDeepSeekbusiness model
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