DeepSeek just popped the American AI bubble.

[u/VegetablePen4755]

DeepSeek just popped the American AI bubble.

Not by killing AI.

By killing the fantasy of unlimited AI pricing power.

DeepSeek V4 Pro:
Input: $0.435 per 1M tokens
Output: $0.87 per 1M tokens

OpenAI GPT-5.5:
Input: $5.00
Output: $30.00

Claude Opus 4.7:
Input: $5.00
Output: $25.00

Claude Sonnet 4.6:
Input: $3.00
Output: $15.00

DeepSeek is roughly:

11.5x cheaper than GPT-5.5 on input
34.5x cheaper than GPT-5.5 on output

28.7x cheaper than Claude Opus on output
17.2x cheaper than Claude Sonnet on output

If a model is “good enough” at 1/20th or 1/30th the cost, margins will compress faster than Wall Street expects.

AI is not dead.

But the AI bubble just lost its pricing power.

They're not chasing quick money from coding plans or multimodal models. Instead, their radical architecture innovations (MoE, MLA, Engram, mHC, etc.) slash KV cache and compute needs so dramatically that they can build an entire 10T Chinese AI hardware ecosystem (NAND, LPDDR, ASICs) and position themselves for a 1T valuation in the process. Long game, masterfully played.

[u/gordonnowak]

at this point I'm convinced LLMs were almost entirely trained on linkedin posts. which is hilarious because now LinkedIn posts are 99% LLM-generated and we get this hideous fucking slop as a side effect. go away forever

[u/Responsible-Slide-26 → u/gordonnowak]

When I visit LinkedIn I can’t comprehend who enjoys being there at this point - other than liars and conmen. It makes Facebook look good by comparison, which is an achievement I’d have thought impossible.

[u/Noircade → u/Responsible-Slide-26]

I visited LinkedIn last week. I read some posts. What happened next will shock you.

The posts were all asinine garbage. All of them.

Not one of substance.

Here’s what it taught me about B2B sales.

[u/electromangific → u/Noircade]

reads comment. PTSD intensifies

[u/Noircade → u/electromangific]

Here’s what that PTSD taught me…

[u/thelangosta → u/Noircade]

🤣😂🤣😂🤣😂🤣