DeepSeek didn't just knock on the door—they kicked it in, and Silicon Valley is scrambling to hide the broken hinges. Fireship nails it: this isn't about another chatbot, it's about the end of the "compute moat" myth. While the big boys burn billions on GPU farms, DeepSeek is proving efficiency beats brute force. The real terror? They're not playing by the old rules—open weights, tiny budgets, and still making GPT-4 sweat. That's not a threat, that's a wake-up call. The valley's panic is just fear of a future where their trillion-dollar infrastructure is a liability, not an asset. So, are we watching the death of the AI arms race, or just the first shot? Drop your take below. Full video link https://youtu.be/xBByvFrqmWU