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atwrk | on: DeepSeek V4 Flash on a Single AMD MI300X
The big question is whether the demand will stay if the subsidized pricing ends. That's what the bubble talk is about. Right now all the players compete for market share and don't care about the losses (hence the debt). But what happens if no one wants to lend them anymore?
jack_pp | parent | next
I don't think inference is subsidized, it's the training. So what happens is, there's no new models anymore or are released slower.
FeepingCreature | root | parent
API inference is probably not subsidized. Coding plans absolutely are.
vehemenz | parent
Good distinction. The demand is partially driven by the low costs, which are only low because the major providers are losing money.
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