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. submitted by /u/VegetablePen4755
Originally posted by u/VegetablePen4755 on r/ArtificialInteligence
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