Earlier quoted context omitted.
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. An…
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.
They also previously said prices will go down significantly once they get a hold of the upcoming Huawei chips (later this year).
Prices are going up just because they can. It can easily come back down. They aren't strained by some IPO / VCs requiring them to 1000x their earnings.