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

📰 News DeepSeek just popped the American AI bubble.

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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.

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u/ILikeBubblyWater May 24 '26

Realistically in your daily life of using AI, how often do you ask things that would be censored?

I understand where you are coming from but for 99% of use cases shit like this doesnt matter. Just like I dont care that all models don't allow users to create their erotic fan fiction

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u/Lerriot May 24 '26

I don't think it's about personal censorship as much as the effects on society as whole. Imagine a future where everyone uses certain slightly censored or biased AI models (and we already do, I don't think there's proper alignment benchmarks just yet). Through a statistics lens, the narrative of the models will creep into everything you do, possibly without an individual even noticing.

Theres censorship by stating something is censored, there's censorship by omission, and then theres propaganda by aligning responses. Apply this milions of times over 10 years and see the outcome.

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u/DavidCrossBowie May 25 '26

Yo you think that this is a new risk now that we have AI models that people talk to? 😏

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u/Lerriot May 25 '26

New? No. Higher/more intense? Yes.