There are some other positives for Apple. If I understand it correctly, Deepseek can be run locally, in device, which is extremely encouraging as to what Apple can achieve functionally on the iPhone, without having to offload inquiries to the cloud. In other words, we could actually REALLY have a smarter Siri, finally. On device AI of this magnitude would also surely be a compelling reason to upgrade your iphone.
Also, apparently Deepseek was developed by a very small team of largely post-college or grad school level engineers, which if true is also encouraging as to what Apple can achieve.
I think there’s a reason Apple is probably the only tech stock that’s up today - and this is the reason. They have the most to gain, as this could strengthen their position and weaken their competition.