The AI pricing war is about to get very ugly for closed-source AI companies.
DeepSeek V4 Pro: $0.87
Grok 4.3: $2.50
GLM 1.5: $3.08
Qwen 3.7 Max: $7.50
Opus 4.7: $25
GPT-5.5: $30
And people still think these margins survive long term?
Open source models are getting intelligent, cheaper, faster, and enterprises care way more about cost than benchmarks.
This is exactly why I keep saying the AI math feels weird. The tech is real. The current economics around it? not so sure.
People are acting like questioning AI economics means denying AI itself.
Some of the biggest financial analysts and investors in the world are already debating this openly:
Michael Burry comparing it to dot-com, Jeremy Grantham warning about bubble dynamics, WSJ questioning whether current AI infra spending will ever justify returns.
Even during the internet boom, the technology was real. The bubble was also real. Both can exist together.