DeepSeek hasn’t made any money yet, allowing class sellers to get rich first

author| Zinc Finance Lu Shimin

At the beginning of 2025, DeepSeek, a domestic AI model, swept the world with its low-cost, high-performance label. The number of daily active users exceeded 20 million in 21 days, becoming a phenomenal technology star after ChatGPT and Sora.

However, under the spotlight of this technological feast, the most dazzling thing is not DeepSeek’s algorithm breakthrough, but the crazy performance of a group of gold diggers: concept stocks in the capital market continue to rise, class sellers on social platforms earn 10,000 yuan a day, and AI screenwriters in the short drama factory produce cool articles in batches……

The absurd scene that technology is not yet profitable, but the parasitic economy surrounding it has already made a lot of money is not new.

From ChatGPT to Sora to DeepSeek, with every wave of AI technology, real innovators are still exploring commercialization paths, while hot-hitting players have used information gaps, anxiety taxes and traffic passwords to weave a harvesting net.

The first bucket of gold in the AI era seems to always belong to those who sell shovels. While DeepSeek was still searching for scenarios for the implementation of technology, its name had been posted on the cover of stock market K lines, online class posters and local short dramas, becoming a symbol of a national speculative carnival.

Concept stock carnival: a capital farce of a name game

DeepSeek’s explosion first ignited speculative enthusiasm in the capital market.

From February 5th to 6th, A-shares set off a daily limit for DeepSeek concept stocks. However, the connection between these companies ‘businesses and DeepSeek is a carefully crafted misunderstanding.

For example, Daily Interaction is a prominent performer in this wave of market. It has already reached 4 boards in 5 days before. On February 11, the daily limit was hit again. After the market burst, there was still an 8% increase. The stock price jumped from the market starting point of 20 yuan to 55 yuan.

Source: Snowball

Initially, the market rumored that Daily Interactive held shares in Deep Quest, but as early as the evening of February 4, the company clarified that DeepSeek was a large model of Deep Quest, and Deep Quest’s affiliated company Zhejiang Jiuzhang Assets (formerly known as Magic Square Technology) An important shareholder of the company was indeed a founding core member of the company.

After sorting out public information, the legal representative and partner of Zhejiang Jiuzhang Assets is Xu Jin. Xu Jin’s resume shows that he is a doctor of signal and information processing at Zhejiang University and the founder of Hangzhou Daily Technology Co., Ltd.(now Daily Interactive). One of the people.

According to the public information of Daily Interaction, Xu Jin has not held shares in the company since its establishment. In 2019, the daily interactive listing was launched, and the prospectus did not disclose Xu Jin’s performance. According to media reports, he served as technical director in the Daily Science and Technology Department from December 2005 to August 2011, and resigned from Daily Technology in August 2011.

However, just such a relationship that is not a relationship can still make the market think.

Of course, there are more absurd cases than this daily interactive stock price surge. Zinc Finance learned that recently, Zhejiang Dongfang’s share price rose daily for three consecutive days due to the fact that Beijing DeepSearch Technology Co., Ltd., invested by its fund, was mistakenly believed to be related to the in-depth search of DeepSeek’s parent company.

Although the company urgently clarified that there was no equity relationship, market sentiment was running wild, and investors were far more concerned about the word depth than technology itself.

In addition, Hangzhou Steel Co., Ltd. has been labeled as a core supplier of computing power because it installed DeepSeek software in its partner system. In fact, its computing power business only accounts for 0.06% of revenue and has nothing to do with DeepSeek’s technology development. Even so, the company’s share price surged 35% against the trend despite fundamental losses.

Even though many companies continue to highlight risk warnings such as major uncertainties and no substantive cooperation in their announcements, the market seems to have chosen to turn a blind eye. Some analysts bluntly said: DeepSeek’s traffic aura is too strong, and even if it is just a margin, capital is willing to pay for possibilities." rdquo;

It can be said that the essence of this carnival is the crushing of traditional valuation logic by AI technology narrative. When technology becomes belief, similar names and vague businesses become good.

Class selling chaos: An antidote to technical anxiety or a poison?

If the carnival in the capital market can still be explained by emotional driving, then another more direct harvest of wealth has already begun among the people.

Less than a week after DeepSeek became popular, a large number of courses have emerged on social platforms on how to use DeepSeek to make 100,000 yuan a month and DeepSeek to take you to make money while lying down…“”“”

From the basic concepts of how to use DeepSeek to teaching how to use instruction sets and prompt words to better command DeepSeek, to how to use it to make money in e-commerce operations. The prices of these courses range from a few yuan to a few hundred yuan. Some are priced at as high as 100,000 yuan, while others are sold for only a dime, making people dazzled.

Picture: Idle fish, Taobao search DeepSeek

DeepSeek’s design philosophy is natural dialogue without complex instructions. The essence of selling these courses is information fraud. What’s even more ironic is that DeepSeek’s official documents are far more detailed than most paid content, but its ability to actively search is being eliminated by passive feeding in the era of Short Video.

As for the course sales routines of these brick makers, a standardized process has long been formed.

The first step is often to create anxiety. Similar to 2025, it is not AI that will eliminate humans, but people who will use AI that will eliminate you!” The title of rdquo; fills the Short Video platform, coupled with the case of Bao Ma using DeepSeek to earn 50,000 Xiaobai a month to receive orders in three days, turning technical anxiety into purchasing impulse.

The second step is packaging tips. The so-called course content is mostly a patchwork of public information: from official website operation guides to outdated prompt word skills, and even tutorials that directly carry other AI tools.

Some users complained after buying classes: The core content of the 199-yuan course is how to register an account, which is obviously free of charge on DeepSeek’s official website! rdquo;

According to Red Star News, many users who purchase DeepSeek paid courses find themselves like leeks: only 4 pages of the 104 pages of paid materials talk about DeepSeek, the cash training camp that was frantically promoted for several hundred yuan after joining the group, and the paid tutorial It is actually the old ChatGPT tutorial renamed and resold…

The third step is to harvest the private domain. After low-cost courses are diverted to the paid community, high-priced advanced courses are promoted again. For example, the membership fee of a certain community is 61 yuan, and the monthly income exceeds 180,000 yuan. The so-called core resources are just online disk links and advertising push.

From the metaverse a few years ago to ChatGPT later, including Sora later and now DeepSeek, it seems that every time there is a wave of technological breakthroughs.

It seems that the first and most profitable ones are never the companies themselves, but these class sellers.

It needs to be admitted that this is driven by market demand, but more people are pursuing short-term interests. Consumers need to carefully examine the quality and cost performance of courses to avoid being misled by exaggerated publicity.

AI factory: From technological revolution to garbage content assembly line”

While capital and class selling parties are celebrating, another group of people is pushing DeepSeek into a more down-to-earth battlefield.

After DeepSeek became popular, some people used DeepSeek to batch generate cool scripts such as workplace counterattack and overbearing presidents, and the number of clicks was huge after being filmed into short dramas; others used AI to generate 100 tweets every day to operate public accounts, realizing a one-stop flow of traffic monetization.

Top-notch AI technology, which was supposed to help efficient and high-quality creation, has now become a pig sewage factory specializing in the production of garbage content in the hands of some people: the faster the generation speed, the more information garbage. This not only wastes technical resources, but may also aggravate the deterioration of the information environment.

Using AI to generate cool script in batches, it seems to meet the needs of some audiences for simple stimulation and fast entertainment. After careful analysis, these cool script often has the same plot, rigid and single characters, and lack deep insight into life and delicate portrayal of human nature.

They are like assembly line products that fill the screen with exaggerated plots and shallow values. Not only do they fail to bring long-term spiritual nourishment to the audience, but they may lower the public’s aesthetic level and gradually lose people’s appreciation of high-quality content in fast-food entertainment. Ability to taste.

Relying on AI to produce 100 tweets every day to operate public accounts seems to achieve an efficient path for realizing traffic, but in fact it is a blasphemy to content creation.

These tweets generated in batches may have smooth sentences, but the logic is loose, lacking true feelings and unique opinions, and just mechanically pieced together hot topics and popular words. Not only is it difficult to leave a deep impression on readers, but it also makes the content lose its soul and become a place for worthless information.

Source: DeepSeek

When technology becomes an assembly line for a pig factory, perhaps this is the deepest irony of the era of popularization of AI. People use it to liberate their brains, but they may also lose the dignity of thinking.

However, people cannot give up food just because of choking and completely deny the application of AI in the creative field, but must guide its correct development. Creators should improve their own literacy, rationally use AI technology, and use it as an aid to creation rather than a substitute.

All in all, DeepSeek’s explosion reflects a fragmented picture: on one side is the sea of stars with technological breakthroughs, and on the other side is the fishing rush for quick success.

While concept stocks, class sellers and content factories make a lot of money, real innovators are still struggling on the road to commercialization. Perhaps, as netizens joked: The first lesson AI teaches us is not how to talk to machines, but how to see through human greed. rdquo;