Company
DeepSeek is the Chinese lab whose low-cost, open-weight models rival far more expensive frontier systems.
The brief: a quiet pricing-page edit on 12 August, then peak/off-peak billing from 16 August.
Effective 30 July. Terra down 20%, Sol unchanged with a faster mode added.
The largest open-weight release ever, eleven days after the hosted launch.
The brief: buyers are capping AI budgets and routing spend to cheaper Chinese open-weight models, just as OpenAI and Anthropic head for IPOs.
The year free models caught the frontier. The brief.
The brief: two MIT-licensed MoE models, 1M context, and the first DeepSeek architecture built for Huawei chips.