🚨China’s Open-Source AI Is Bursting the AI Bubble

Silicon Valley bets AI stays a premium luxury. Chinese open-source teams are proving it’s becoming a commodity — fast, free, and world-class.

Key evidence (2025–2026):

DeepSeek-V3: GPT-4 level performance for ~$5.6M (vs. OpenAI’s $3B+)

Qwen 2.5-Max: beats Claude Sonnet on Arena-Hard — completely free

DeepSeek API: ~$0.55/million tokens (20–30× cheaper than OpenAI/Claude)

Hardware edge: Parity with ~2,000 H800 chips via smarter architecture (vs. US chasing 100,000+ H100s)

Market impact:

Magnificent Seven & AI stocks priced for trillions in SaaS revenue and fat margins.

If frontier intelligence turns into a public utility, those growth dreams collapse → massive repricing ahead.

Bottom line:

The era of premium pricing for intelligence is dying.

US big-tech is most exposed.

This isn’t hype — it’s structural disruption repeating the solar/battery playbook.

Watch closely. The bubble’s foundation is cracking faster than headlines admit.

Notifications on — I'll flag the turns early. Stay positioned carefully.