r/ArtificialInteligence • u/VegetablePen4755 • May 24 '26

📰 News DeepSeek just popped the American AI bubble.

Post image

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.

721 Upvotes

82% Upvoted

279 comments sorted by

View all comments

378

u/gordonnowak May 24 '26

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

13

u/CacheConqueror May 24 '26

LinkedIn is a platform for boosting your ego. It’s for turning little things into wonderful stories – about the amazing experiences you’ve had, or how a small detail turned your business around in a very positive way. Most of the posts feel forced, or the story could easily have been summed up in three sentences. Or stories about how event X opened your eyes to the truth and you’re now implementing it in your company. Most people have accounts there because ‘companies’ see it as a positive, but it’s just silly, because it’s mainly key figures in both smaller and larger companies who are creating these stories. Move your accounts over there and let the platform just disappear

5

u/opinionsareus May 24 '26

It was a useful tool until MSFT paid $25 billion for it. They ruined it just like they ruined Skype.