Lately.Martin Krause
AI, LATELY:

Chinese models are repricing the stack

DeepSeek trained V3 for roughly $5.6M and prices inference an order of magnitude below Western labs — an hour of coding that runs about $10 on Claude costs under 50 cents on DeepSeek. Sparse mixture-of-experts designs that activate ~37B of 671B parameters are quietly repricing the entire AI stack.