
AI Price War: Race to Zero Activated
OpenAI and Anthropic are getting squeezed as Google, DeepSeek, and Meta slash AI prices toward zero. The foundation model business is commoditizing faster than the valuations can handle.

OpenAI and Anthropic are getting squeezed as Google, DeepSeek, and Meta slash AI prices toward zero. The foundation model business is commoditizing faster than the valuations can handle.

DeepSeek trained a GPT-4-class model for $5.6M on nerfed chips and open-sourced the whole thing. The AI hype machine just met its reality check.