Anthropic: Open-Source AI Drives Token Price Deflation
André Dragosch posted that token price deflation among Anthropic and OpenAI will most likely continue because open-source models from DeepSeek, Alibaba, Moonshot AI and Nvidia undercut proprietary costs by wide margins.
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André Dragosch noted that token price deflation among Anthropic and OpenAI will most likely continue. Open-source AI is undercutting Big AI margins, with DeepSeek V4 Pro costing over 50 times less per token than Anthropic Fable 5. Models from Alibaba, Moonshot AI and Nvidia also compete at fractions of proprietary prices, pressuring OpenAI and Anthropic to cut rates while CapEx rises.
André Dragosch, PhD | Bitcoin & Macro
@Andre_DragoschEuropean Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators.