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Da Hongfei (@dahongfei): NGD reported recent product progress to me and mentioned SpoonOS Arena.

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NGD reported recent product progress to me and mentioned SpoonOS Arena. At the moment, the only LLM still maintaining strong profitability is surprisingly DeepSeek. I’ve already asked my team to look into the reasons behind this, and we should have research findings soon. But what I find even more interesting is this: Anthropic has accused China LLM companies of distilling their models. Yet our product is showing that, in certain areas, China’s LLMs may actually demonstrate stronger capabilities.

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