DeepSeek V4 Pricing Expectations and China's LLM Compute War
teortaxesTex · x · 2026-08-06
The thread delves into the pricing strategies and compute capacity challenges among Chinese LLM providers. The author notes that DeepSeek's current model (0731) dominates the domestic market on price-performance, giving them the leverage to easily hike prices by 4x.
However, factoring in founder Liang Wenfeng's philosophy and the company's current scale, DeepSeek is unlikely to aggressively raise prices. Their primary bottleneck is severe inference capacity shortages, making it difficult to keep up with massive demand. The author also predicts that the upcoming GLM 5.3 might challenge them on price-performance, and estimates the capability gap between GLM 5 and DeepSeek V4 will be smaller than the gap between V4 and Kimi 3.
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