DeepSeek-driven token flood puts the $2T inference growth story at risk
ivan_bezdomny · x · 2026-10-22
goodalexander published "Whiplash: DeepSeek, Inference is Over," framing the market's two $2-trillion questions:
- Can Anthropic and OpenAI manage a decelerating inference story amid a DeepSeek-driven token flood?
- Will GPU economics break down as a result?
The piece pairs DeepSeek's low-cost models eroding inference revenue assumptions with the SpaceX $1T valuation discussion, arguing the runaway inference-growth narrative underpinning AI capex is at risk from token-price deflation.
More from Venture
- Adidas Australia mixes hyphens and underscores in URLs, SEO be damned — gaganghotra_ · 2026-10-22
- Google AI Overviews now answers Black Friday deal queries directly, squeezing out affiliates — gaganghotra_ · 2026-10-22
- Robotics founder defends Voxel: a Unitree G1 wrapper can still be a good investment — carlosdponx · 2026-10-22
- 218K user posts ranked: Meta's Muse tops personal AI agents at 70.5 — aakashgupta · 2026-10-22
- Axel, a YC-backed AI travel agent, launches after agents drove 50k searches a day to it — ycombinator · 2026-10-22
- 6,500 Orders in Two Hours: Indie Product Posts Explosive Order Chart — Fowe · 2026-10-22