InvestTalk
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors
44 minutes Posted May 30, 2026 at 12:06 am.
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DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and investing in the picks-and-shovels of the AI boom.

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