Tag
#Ali Ghodsi
Analysis
DeepSeek turns an AI price war into an IPO margin test
DeepSeek price cut turns a temporary AI skirmish into a lasting margin test for OpenAI and Anthropic as investors size up 2026 IPOs.
By Sloane Carrington
Deals
Cheap AI models threaten OpenAI, Anthropic trillion-dollar IPOs
Chinese AI labs charge $1.74 per million tokens versus $25 to $30 for Western models. Enterprise CFOs are routing 69% of workloads to cheap alternatives — just as OpenAI files for a $1 trillion IPO.
By Sloane Carrington
