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Comment by pokot0

3 days ago

I am wondering if this is why they can offer their pro model at ~1/4th of the price compared to the other providers offering the same model, and if other providers will be able to do the same in a short timeframe.

Inference I estimate runs 90% plus gross margins. Just work out the math on these servers. I am pretty sure any player can price down. It wouldn't look good on an IPO prospectus.

I have been heavily using DeepSeek V4 Pro at Max for a month now and I would say it is 100x cheaper. If I pay for Claude I will hit that limit so fast I am always waiting 5 hours. Using the frontier models at Kilo I go through dollars while doing the same thing via DeepSeek it is pennies.

  • I believe the comment you replied to was talking about the cost on providers like OpenCode vs Deepseek API. Deepseek API is even cheaper than the other providers for the same deepseek models.

It'd presumably help a lot, but also when you use their endpoint they get more training data.

  • US labs do it too.

    • Name any 2 or 3 that published bleeding edge research and similar in the last 6 months.

      Well I can't think of even one at the moment, to be honest might be biased but all Chinese research labs are largely oss except Alibaba now.

      I am certain there are lots of American labs that claim to do it, but either they are marketting in hype since they aren't even close to the frontier or contrarily just don't make anything of significant value public/oss.

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  • US labs are the biggest data broker in the current history. They collect everything, dumb fuck.