@gdb Welcome to the SAP era of AI.
GPT-Suite when?
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Stonks (Mostly Offline)
1.4K posts
Stonks (Mostly Offline)
@stonks_trader
|PA|ML&AI Enthusiast|Agentic AI&Automation| #Python #ML #AI Never Dm You First Tweets are not financial advice. Nihil aliud scit necessitas quam vincere
GradientDescent Katılım Eylül 2015
253 Takip Edilen2.4K Takipçiler
@gregpr07 The infamous distillation attack emerges
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@norveclifinance DeepSeek has been incredibly disruptive since its initial release, and I really appreciate that. However, we still lack the exact numbers to accurately estimate the actual task execution times and efficiency ratios of DS4 Pro compared to GPT-5.5 or Claude Opus 4.7.
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DeepSeek just popped the American AI bubble.
Not by killing AI.
By killing the fantasy of unlimited AI pricing power.
DeepSeek V4 Pro:
Input: $0.435 per 1M tokens
Output: $0.87 per 1M tokens
OpenAI GPT-5.5:
Input: $5.00
Output: $30.00
Claude Opus 4.7:
Input: $5.00
Output: $25.00
Claude Sonnet 4.6:
Input: $3.00
Output: $15.00
DeepSeek is roughly:
11.5x cheaper than GPT-5.5 on input
34.5x cheaper than GPT-5.5 on output
28.7x cheaper than Claude Opus on output
17.2x cheaper than Claude Sonnet on output
If a model is “good enough” at 1/20th or 1/30th the cost, margins will compress faster than Wall Street expects.
AI is not dead.
But the AI bubble just lost its pricing power.
$NVDA $MU $AMD $SMCI $AVGO $ARM $MSFT $GOOGL $META $AMZN $ORCL $PLTR $CRWV $NBIS
#AI #DeepSeek #AIBubble #ArtificialIntelligence #Semiconductors #HBM #DRAM #Nvidia #Micron #AMD #TechStocks #Nasdaq #StockMarket #Investing #WallStreet #YapayZeka #Borsa
DeepSeek@deepseek_ai
We are making our discount permanent! 🎉 Enjoy building with DeepSeek-V4-Pro and bring your innovative ideas to life! 🚀
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@marcusholtbuild @AskYoshik This is an underrated comment. We expect everything to generate profits immediately, or at least in the foreseeable future. Heavy subsidizing often gets dismissed because its long-term benefits are largely unrecognized by the general public.
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@AskYoshik The ROI obsession is just 20th century accounting applied to a once-per-generation infrastructure shift.
You don’t measure the ROI of laying railroad tracks while the tracks are being laid.
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The AI bubble math doesn't add up.
Anthropic spends $3 to make $1 and that’s before you include any and all other costs like staff or electricity.
Microsoft dumped $300B in capex, made ~$18B in AI revenue. OpenAI and Anthropic alone make up 43-54% of Microsoft, Google, Amazon and Oracle's entire revenue backlogs.
Enterprises are burning through annual AI budgets in 4 months with zero measurable ROI.
This is the most expensive science experiment in history, funded by your SaaS subscriptions.
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@AskYoshik @marcusholtbuild Well, predictability is a fickle thing. In terms of infrastructure, consider the dot-com era fiber investment: how much of it was actually utilized back then, and was it predicted at all? A massive wave of companies went bankrupt after that.
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@marcusholtbuild The amount of investment made in railroad or infra is nothing in comparison to AI. AI is not predictable at all, atleast not at the current valuations
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@HedgieMarkets First off, thanks for the visualization and the analysis! My main takeaways from reading the overall situation are:
1)Higher intelligence means higher costs.
2)AI middleware and LLM-wrapped apps are in big trouble.
3)The output just doesn't justify the running costs.
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🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗
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ABD'de yaşamıyorum, ancak şu sitede güzel bir makale ve görselleştirme kullanmışlar. Sadece algoritmanın kendi maliyeti değil, bunu çalıştırmanın toplam ekosisteme ve hane halkına olan zararını güzel derlemişler.
consumerreports.org/data-centers/a…
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Haliyle şu an marketin içinde "AI" etiketli ve API ile çalışan her uygulama direkt maliyet riski altında, haliyle bu da uygulamanın raf ömrünü ciddi derecede azaltıyor. Eğer milyar dolarlık firmalar bile masraflara katlanamıyorsa, bu işin sürdürülmesi için ekstra kaynak lazım.
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x.com/stonks_trader/…
Birkaç hafta önce LLM'lerin sübvanse edilmesine dair görüşlerimi paylaşmıştım. Hedgie adlı arkadaş destekleyecek bir gönderi de bulunmuş, özellikle AI middleware ile iş modeli oluşturanların okuması gereken bir yazı.
x.com/HedgieMarkets/…
Hedgie@HedgieMarkets
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗
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@coinclimber Ahahaha, rica ederim kanka ne demek, yalnız senin bildirim bana düşmemiş şimdi şans eseri gördüm 🤣
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@stonks_trader Adam yine ekstra bir şey paylaşmadığım twitin altına dünyaları paylaşmış 😂
Eline sağlık bebeğim
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İhtiyarlar için güzel yazı okunur yada AI uygulamanıza atın anlatsın işte
Eski dostlara selamlar 🤝
goldmansachs.com/insights/artic…
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@traderahmet_ @Efloud Yıllar sonra yayından kesit görmek ister istemez bir tebessüm bıraktı 🥲
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#NASDAQ
Muhteşem 7'linin yaklaşık 40-45 arasını oluşturduğu yegane endeks. Her zaman olduğu gibi teknoloji yarışına en duyarlı yapıya sahip. 27069-27088 en yakın destek bölgesi. En yakın direnç ise kesikli çizgilerin olduğu alan. Şu anda gayet bullish.
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Climber'ın gönderisine verdiğim cevaba ek olarak bir görsel atayım.
x.com/coinclimber/st…
Şu an yakın ATH'yi süpürüp kırmızı bölge üzerinde kalabilirse görünüm hala olumlu. Ancak, burada Nvidia'nın dominant olduğunu düşünecek olursak, FA>TA.
Coin Climber@coinclimber
İhtiyarlar için güzel yazı okunur yada AI uygulamanıza atın anlatsın işte Eski dostlara selamlar 🤝 goldmansachs.com/insights/artic…
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@coinclimber Son olarak, söz edilmeyen bir detayı dile getireyim. LLM'ler ciddi şekilde sübvanse edilen ve aslında emtia değeri taşıyan ürünler. Bu destek yavaş yavaş kalkıyor, o nedenle yakında prosumer'ların, consumer'ları yüzdüreceği bir formül oluşturmaları lazım.
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@coinclimber Ayrıca Nvidia bu yarışta açık ara tekel rolünü oynayan aktör ve şu anki görünüm AI = NVIDIA. Onun için Huang şimdilik olabildiğince sözlü olarak ralliyi yürütmeye çalışıyor+
youtu.be/Hrbq66XqtCo?si…
YouTube
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