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Inference is cheap. I bet the financials of these Chinese companies are much saner looking than any of the big US AI companies which are bloated by investors.
by odie5533 4mo ago
Inference is cheap. I bet the financials of these Chinese companies are much saner looking than any of the big US AI companies which are bloated by investors.
- raincole 4mo agoDeepSeek is very likely selling tokens at a loss. There're many cloud providers that provide you with DeepSeek V4 Pro via API, and those services at least twice as expensive as DeepSeek itself.
- raincole 4mo ago^Sorry for this understatement. DeepSeek is actually selling tokens at a far cheaper price than my previous comment implied. DeepSeek V4 Pro price on OpenRouter: deepseek: $0.435 / $0.87 baidu/fp8: $1.521 / $3.042 novita/fp8: $1.64 / $3.38 Yup. DeepSeek either has next-generation hardware that somehow no one else has access to, or they're selling at a loss.
- throawayonthe 4mo ago> next-generation hardware that somehow no one else has access to not necessarily 'next-gen', but they've optimized for the Huawei Ascend 950 right? not a lot of those outside china at least
- surgical_fire 4mo agoI see no evidence anywhere that "inference is cheap". To my knowledge this is a myth being spread to pretend ChatGPT or Claude will one day make any economic sense. DeepSeek likely operates at a loss. How big the loss is anyone's guess. Meanwhile I am happy using their model. It is really good, to a point I forget I am not using Codex or Claude.
- deleted 4mo ago[deleted]