Pulse
Model ReleaseJan 2025

Smart AI doesn't have to be expensive

The shift

The best AI costs the most moneyFrontier AI is available at commodity prices

How it happened

Jan 10
DeepSeek R1-Lite preview drops

First hints that a Chinese lab has matched o1-level reasoning

Jan 20
DeepSeek R1 full release

Open-weight model matching o1 on math, coding, and logic at ~5% cost

Jan 27
Markets react

Nvidia drops $600B in market cap — investors rethink the "AI costs billions" thesis

Feb
OpenAI and Google cut prices

Competitors forced to lower pricing to stay competitive

The players

DeepSeek

Proved frontier reasoning doesn't need frontier budgets

OpenAI

Forced to cut prices and rethink pricing strategy

Meta (Llama)

Open-weight movement validated by R1's success

What you used to think

  • "I can't afford the good AI models"
  • "The free tier is fine, the paid ones aren't worth it"
  • "Only big companies can afford to use AI seriously"

What's actually true now

  • DeepSeek R1 matched the best reasoning AI at 5% of the price
  • The race to the bottom made premium AI accessible to everyone
  • You can run frontier models locally on your own computer

What to do about it

Stop assuming good AI is out of your budget. Try DeepSeek or compare pricing across providers. The cost of AI reasoning has collapsed — there's no reason to settle for less.

Context Windows