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onekq 
posted an update 4 days ago
Post
2409
DeepSeek plans to raise token prices. I don't think this is because they are bleeding, but they are overwhelmed. If your price is 1/10 of your affiliate vendors, you can't leverage their resources. Markup is the only way to diverge traffic away.

Sadly I haven't found discussions on differentiators enabling DS to balance cost at such low prices. All software solutions (that we know of) are accessible by other vendors. If you attribute it to electricity or hardware, you can't explain why GLM and Kimi charge so much for their APIs.

This is where our attention should be (but distracted by things above).

Or it could be just profit margin. Deepseek doesn't have coding agent, deepseek web chat is also outdated in term of feature.

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You are right. It's margin, simple as that.

Dax (OpenCode) has a tweet with lots of discussions.

Sad how do they lower costs

Deepseek flash is dramatically less expensive to hose than any of the glm or Kimi models and unlike the other providers deepseek gets a ton of value from their users data. Not sure if there’s anything all that mysterious here.

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That's a brilliant strategy. Mystery is why Kimi and GLM didn't follow it.