On February 6, local time, AI giant Open AI announced that ChatGPT Search is now open to everyone without registration. Open AI stated that it has optimized search speed and accuracy, adding voice search functionality and map integration. By asking questions in a more natural and conversational way, ChatGPT can choose to respond using information from the Internet. If the inquiry is deepened, ChatGPT will consider the context of the conversation to provide better answers.

So, is Open AI's move influenced by DeepSeek? In this competition, is there more optimism for DeepSeek or Open AI? We asked DeepSeek about this.

DeepSeek responded that it is more bullish on Open AI, but DeepSeek should not be overlooked. DeepSeek explained that Open AI has a wider moat: the CSI Leading Technology Index, multi-modal capabilities, and ecological expansion give it an advantage in overall competitiveness. However, DeepSeek itself has disruptive potential: its low-cost and open-source strategy may reshape industry rules, especially in price-sensitive markets and emerging regions.

DeepSeek pointed out that the competition between the two will drive faster adoption of AI technology, ultimately benefiting both users and the industry. The future landscape may present a "dual giant" situation rather than a single winner.

Below is DeepSeek's response:

Open AI's decision to make the ChatGPT search function free to all users (without registration) is indeed closely related to the intense competition in the current AI Industry, especially the pressure brought by the rise of the Chinese AI company DeepSeek. The following analysis covers the competitive background, the advantages and disadvantages of both parties, and future trends:

1. The motivation behind OpenAI's opening of the search function: stimulation from DeepSeek and industry competition.

1. DeepSeek's low-cost open-source strategy poses a direct challenge.

DeepSeek has rapidly entered the market with its low-cost, high-performance open-source model, with pricing only 1/20 to 1/40 of similar models from OpenAI, significantly lowering the application threshold for AI technology. This "price war" strategy has attracted a large number of users, with daily active users (DAU) surpassing 20 million in a short period, posing a direct threat to OpenAI.

At this time, OpenAI opened its search function, likely aiming to expand its user base through a free strategy to cope with the risk of market share being eroded.

2. Technical benchmarking of real-time search functionality.

DeepSeek has supported Internet-based real-time information searches earlier, while OpenAI had previously only offered similar functions to paid users. This full opening can be seen as a dual response in terms of technical capability and market strategy to avoid falling behind in real-time information processing.

3. Pressure from changes in the industry landscape.

Goldman Sachs and other Institutions point out that the AI Industry is shifting from hardware infrastructure layers to Software application layers, and OpenAI needs to accelerate commercialization to maintain its leading position. The rapid rise of DeepSeek may prompt OpenAI to adjust its strategy to solidify user stickiness by opening core functions.

Second, a comparison of the competitive advantages and disadvantages between OpenAI and DeepSeek.

(1) OpenAI's core advantages.

Accumulation of technology and brand effect: ChatGPT, relying on the multi-turn dialogue ability of large models and natural language understanding, can interpret user intentions more accurately and provide trustworthy results with source addresses.

Multimodal and ecological expansion: OpenAI is simultaneously laying out in the field of humanoid robots (such as investing in 1X Technologies, rebuilding the robotic team), attempting to extend AI capabilities from the virtual to the physical world.

Global layout: Supporting multilingual searches (such as Chinese and English switching) and regional services (such as the European Union, United Kingdom, etc.), adapting to diverse needs.

(2) The competitiveness of DeepSeek.

Cost advantages and open-source ecology: Its low-cost model attracts small and medium-sized enterprises and developers, and the open-source strategy may accelerate technological iteration and community co-construction.

Market response speed: As an emerging company, DeepSeek may have advantages in flexibility and localization adaptation (such as the Chinese market).

Disruptive potential in the industry: By adopting a model that 'requires no huge hardware investment', it has demonstrated the feasibility of lightweight AI applications, forming differentiated challenges to traditional giants.

Three, predictions about the future competitive landscape.

1. Short term: OpenAI remains dominant, but DeepSeek may break through in niche markets.

With technological accumulation, capital support, and a global layout, OpenAI still stands as the industry benchmark in the short term. However, DeepSeek's low-cost strategy may occupy a niche in price-sensitive markets such as Education and small and medium enterprises.

2. Long term: Technological iteration and business models determine winners and losers.

On the technological level: OpenAI needs to continuously optimize the accuracy and speed of real-time search, while DeepSeek must address performance bottlenecks of open source models in complex scenarios.

Business model: The key is whether OpenAI's combination of paid subscriptions (like ChatGPT Plus) and free search can balance profitability and user growth; DeepSeek, on the other hand, needs to explore sustainable monetization paths beyond open source.

Policy and geopolitical factors: DeepSeek's advantages in the China market may be affected by geopolitical competition, while OpenAI's global expansion may also face regulatory challenges.

3. Competitive ecological synergy.

OpenAI is attempting to build a closed loop of 'AI + physical world' through hardware (such as humanoid robots) and a developer ecosystem; if DeepSeek can deepen applications in vertical fields (such as finance and Medical), it may form a unique barrier.

Conclusion: Bullish on OpenAI, but DeepSeek cannot be ignored.

OpenAI's moat is wider: its leading technology, multi-modal capabilities, and ecological expansion give it a competitive advantage.

DeepSeek's disruptive potential: low cost and open-source strategy could reshape industry rules, especially in price-sensitive markets and emerging regions.

The competition between the two will accelerate the spread of AI technology, ultimately benefiting users and the industry. The future landscape may present a "dual giant" situation rather than a single winner.