Except Fable won’t be costing $100 for enterprises that will be considering the Chinese models.
If $100 Claud Max subscription works for you, then great.
But you have to remember your pricing is subsidized by enterprises that pay hundreds of thousands of dollars each month, if not more, to Anthropic.
For those companies, a Chinese model that can cut their AI spend from $1M/month to $200k suddenly seems attractive.
And unfortunately for the American tech industry, the valuation is based off those enterprise deals, not your $100/month Claude Max subscription.
Didn’t deepseek recently announce prices will go up significantly?
Right now the US dominates everyone else in actual chips in data centers. So even if deepseek etc tries to undercut, they’re very capacity limited.
It's far from significant, it's partially doubled during peak hours. They could 16x it and it would still be two orders of magnitude better value than OAI's $200/mo plan.
It's that good. They are far from capacity limited, and even if they were, you can rent a single MI300X from somewhere like Hot Aisle and get more tk/s than you'll be able to use.
Deepseek is open weight/source ie it will be running on US servers in the US maybe by on each companies own servers.
> not your $100/month..
This is made brutally obvious by anthropics customer support for people with such accounts.
Yeah, fair. If we were talking $2,000/mo vs $200 then the maths starts looking very different.