Episode Details
Back to EpisodesDeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors
Published 12 hours ago
Description
DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and investing in the picks-and-shovels of the AI boom.
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