What is more important on the path to AGI - scaling and more training data, or fundamental breakthroughs in AI software developed by humans?
Many people believe it is the former, though Deepseek itself arose from the latter.
If training data is to be significant then Tencent may have given itself a huge boost. WeChat is the biggest and most used app on the planet. The Google suite of products is the only thing comparable in western countries. However, Western countries are starting to split into AI walled gardens, so Google won't be able to take full advantage of all its users.
It may not matter. Some people believe scaling alone won't be enough to get to AGI. Some smart humans somewhere will need to figure out breakthroughs in AI software - and that could happen anywhere.