Everyone already said what I wanted to say. That all US companies (OpenAI, Anthropic, Google, MS Copilot) have increased price recently while Chinese companies (Deepseek, Xiaomi) are reducing price.
The question is how they are managing to do so? They are supposed to struggle due to chip sanctions.
Secondly, why now? The US companies were supposed to subsidize too but now they are unable to keep up. Everyone going to usage based pricing, so it's unsustainable for them. They are well funded too.
If there are genuine hardware breakthrough reducing compute needs then that is good for the whole world I believe.
The question is how they are managing to do so? They are supposed to struggle due to chip sanctions.
Secondly, why now? The US companies were supposed to subsidize too but now they are unable to keep up. Everyone going to usage based pricing, so it's unsustainable for them. They are well funded too.
If there are genuine hardware breakthrough reducing compute needs then that is good for the whole world I believe.