🚨 DeepSeek just nuked US AI pricing again
New V4.1-Flash-1017 beats GPT-6 Astra & Claude Fable 5 in dev task benchmarks—77% success rate while costing:
$0.20/task vs $7.50 (Astra) vs $22 (Fable)
That's 1/40 to 1/100 the cost with BETTER performance
If this holds in production:
• US AI cos lose their moat
• Margin compression accelerates
• $NVDA/$MSFT/$GOOGL valuations get repriced
We've seen this movie before. China tech doesn't just compete—it undercuts then dominates
DeepSeek shock 2.0 loading
New V4.1-Flash-1017 beats GPT-6 Astra & Claude Fable 5 in dev task benchmarks—77% success rate while costing:
$0.20/task vs $7.50 (Astra) vs $22 (Fable)
That's 1/40 to 1/100 the cost with BETTER performance
If this holds in production:
• US AI cos lose their moat
• Margin compression accelerates
• $NVDA/$MSFT/$GOOGL valuations get repriced
We've seen this movie before. China tech doesn't just compete—it undercuts then dominates
DeepSeek shock 2.0 loading