The article analyzes DeepSeek's R1-Zero and R1 models, which demonstrate competitive performance on the ARC-AGI-1 benchmark, with R1-Zero being more important as it removes the human bottleneck in training data acquisition. The models' performance suggests that supervised fine-tuning may not be necessary for accurate reasoning in certain domains. The article also discusses the economic implications of AI systems, including the potential for increased demand for inference and the shift from training to inference costs. The author believes that R1-Zero's approach could lead to more efficient training methods and potentially accelerate progress towards Artificial General Intelligence (AGI).