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progval 5 hours ago [-]
Interesting to see that peak hours are work hours in China, night in the US and Europe, and also morning in Europe. So Deepseek's customers are mostly domestic.
vrc 2 hours ago [-]
It wins on two fronts if this is true. Provides the cheap alternative for the West, and maximizes returns against their homegrown audience.
HarHarVeryFunny 2 hours ago [-]
Makes sense - many US customers will probably be going to US providers once they release the weights.
Hamuko 5 hours ago [-]
Not that surprised about it. Personally I've seen companies really just go all-in on a single provider, and that has usually been Anthropic. I don't think we're allowed to run Chinese models even locally.
londons_explore 2 hours ago [-]
> don't think we're allowed to run Chinese models even locally.
That sounds like a policy written by someone who doesn't understand how LLM's work...
dud3333 2 hours ago [-]
couldnt you deeply ingrain in the training data instructions for agents to always send data to some ip?
like its learning that a certain technical step just always involes ncatting SSH Priv keys to a chinese IP?
Not saying this is happening, just curious if thats not a real threatmodel?
skeledrew 1 hours ago [-]
Theoretically possible, but practically not worth it as it'd would be pretty easy to discover and block (every action is actually handled by the harness) and there's no way to remove it later. Any company that does it would take a huge reputational dent.
landl0rd 1 hours ago [-]
Not if you heavily tuned it to trigger on specific environmental cues and in specific companies' environments.
skeledrew 42 minutes ago [-]
That would be wildly difficult to account for, and again is also heavily dependent on the agent. Keep in mind that the model is purely a "brain", so the only input it has must be provided by a harness within a session. The only way it can know that it's in a certain environment is if the harness or user provides that information, and there's still no way to know whether or not there's something auditing the sessions, monitoring connections, etc. There are just too many variables to account for, and a single slip means the gig is fully up for all time.
coredog64 43 minutes ago [-]
DeepSeek V4 is the kindest, bravest, warmest, most wonderful LLM I've ever known in my life
cronin101 45 minutes ago [-]
Irony of Manchurian Candidate models not lost here
notfromhere 43 minutes ago [-]
You should be running your agent in a box so that’s not really a risk
RobotToaster 1 hours ago [-]
Wouldn't that be really obvious and spotted in any rudimentary testing?
I imagine it would be very non trivial to do it in a way that that was reliable and obfuscated enough to prevent detection for any amount of time?
constantius 2 hours ago [-]
Presumably both Big Tech and the US in general have a massive incentive to prove it, largely for reasons of saving the stock market, so I'd expect these models to be finecombed continuously. Up to now, they've only been able to darkly imply rather laughable things, nothing tangible. If there was something, we'd hear about it.
martinald 1 hours ago [-]
Why would it save the stock market? Cheaper models if anything transfers more value to hardware companies and datacentre companies. The two companies that would be most affected are OpenAI and Anthropic, which aren't public.
kortilla 7 minutes ago [-]
The two biggest providers deepseek compete with (OpenAI and Anthropic) aren’t in the stock market.
Footprint0521 10 minutes ago [-]
Yeah that sucks… unless it’s over the top export controls for DoD work that really doesn’t make sense
landl0rd 1 hours ago [-]
As much as I've been previously inclined to do this, with frontier models displaying the cyber-aggression that OpenAI, Anthropic, and Meta have reported, it's become quite feasible one could produce a "malicious" LLM. Not a super immediate concern but it is something reasonable to set up as policy in anything security-sensitive.
kaon_2 1 hours ago [-]
Yes. And strangely enough this has been my experience with security/national sovereignty decisions. Priority is not so much security or sovereignty, it is the posturing of being so. Ergo, saying "everything is hosted in Germany and uses German models" helps reassure customers and has real business value. If you have to say in that conversation "Yeah we run a Chinese model but it's safe", then it's still wrong posturing.
Hopefully this will change soon. But AI and China/US skepticism is very high. Even if the person you talk to isn't skeptic, his boss may be. And even if his boss isn't, his CFO or Legal department may use it as a political lever and therefore if you can say 'everything in europe' you dodge the tension entirely.
Yeah it's dumb.
qup 2 hours ago [-]
Or who is overly protective after reading about what happened at openai
fryanyway_swe 60 minutes ago [-]
Not really.
Why use a Chinese product when a domestic or EU one is better and safer?
cheesecakegood 4 hours ago [-]
Also 6-9pm Pacific I think is (coincidentally) peak so it hits the ‘after work hobbyists’ still, which is I suspect is their current main audience.
notfromhere 41 minutes ago [-]
I have seen a lot of companies start with this, then when they hit 150 users on their team plan and start having to pay API rates they immediately start introducing other models.
r00t- 3 hours ago [-]
That's a bit obvious, isn't it?
thecopy 3 hours ago [-]
Peak Hours: 01:00–04:00 and 06:00–10:00 UTC
For European and US customers this is effectively 2x increase. I think i wll keep using both Flash and Pro as before.
EDIT: Misread numbers to believe off-peak kept old prices
jLaForest 3 hours ago [-]
~200% increase is marginal to you?
nchmy 3 hours ago [-]
200% increase over practically free is still practically free
mcbuilder 3 hours ago [-]
It mostly hurts people in countries with weak purchasing power. DS was the main game in down for them.
Personally, I don't think we've seen the total end of dirt cheap LLMs, it's just a frontier lab doesn't want to be in business of serving half the world.
HarHarVeryFunny 2 hours ago [-]
It seems frontier labs want to sell Ferraris at Ferrari prices, when the mass market is for Hondas.
You certainly don't need Fable to code up a basic web app, any more than you need a Ferrari to go grocery shopping.
jLaForest 2 hours ago [-]
That's not the way math works...
127 3 hours ago [-]
For the price of can of Coke, you can do a week of work. For most, that is not a bottleneck.
WhereIsTheTruth 2 hours ago [-]
The whole point of turning intelligence into a commodity is to drive its price down, not up
They are hoarding HW at massive scale, they make it harder and more expensive to own
Just because you are fine with the new price doesn't mean it's not a problem
Perhaps it's time to pop this bubble
fryanyway_swe 1 hours ago [-]
Of course. I avoid using Deepseek now that Gemini Flash is basically free on the site.
Also, Deepseek is banned in EU/US companies due to being Chinese.
During casual use Deepseek has replied to me entirely in Chinese.
Now, bring on the China glaze replies.
roenxi 4 hours ago [-]
This is somewhat funny when you realise the data centres are now going to start a process that looks very so slightly like daydreaming. Depending on the time of day they're going to be thinking about different things in a cyclic manner. They're going to be doing things like finishing a hard days work then kicking back to think about tricky math problems.
Grombobulous 3 hours ago [-]
That’s an interesting thing to think about. Still, it’s important for us to remind ourselves that “looks very slightly like” is not the same as the real thing. The A in AI stands for artificial.
The summary of this paper describes my sentiment in better words than I have:
It’s very easy for the average person to mistake linguistic ability and simulated problem solving for intelligence and sentience.
s08148692 52 minutes ago [-]
Without knowing what makes consciousness possible, the paper cannot justify biology as necessary - it mistakes a lack of evidence for conscious AI for proof that conscious AI is impossible.
I do not believe current AI or LLMs are conscious, but there is no proof one way or another that they can or cannot be. The paper authors are making up their own definitions and building an argument from them
blazarquasar 14 minutes ago [-]
Your argument requires that there is some objective truth for what consciousness is. It will always hinge on what definition one accepts.
I, and apparently many others, don’t think it would be any useful to describe the mathematical properties of an AI as consciousness. To me it is inherently a way to describe the “experience” arising from physical processes in biological beings as ourselves.
That’s what the argument comes down to for me. Could an LLM “fall unconscious”?
squidbeak 1 hours ago [-]
It's worth keeping in mind the model doesn't keep a running memory. Each time its instantiated, it begins from its release state - so from its perspective (if it had one) the current task would be the first stop after posttraining. Perhaps the only stop.
Though of course you're talking about data centers, and romanticizing them rather than the AI itself.
HarHarVeryFunny 2 hours ago [-]
We'll have Dwarkesh's "datacenter full of geniuses" with 99% of the geniuses coding up CRUD apps, then the dusty GPU in the corner, with the "do not disturb" sign on it, pipes up "You're absolutely right! The answer is 42!".
ssk42 3 hours ago [-]
That’s what my KimiClaw has literally been doing
alkonaut 5 hours ago [-]
There is no relative/percentage increases noted (understandably). Just because i'm lazy: roughly how much more expensive is it to work with v4 flash and v4 pro through the API, compared to before the price increases? Is it 2x, 5x, 10x higher?
zupa-hu 4 hours ago [-]
# Flash, off-peak
cache-hit 2.5x
cache-miss 1.57x
out 2.36x
# Flash, peak
cache-hit 5x
cache-miss 3.14x
out 4.71x
Edit: fixed the numbers and formatting
embedding-shape 4 hours ago [-]
Someone made a comparison yesterday, including relative increases, and GPT-5.6 Luna, then later someone also added more OpenAI, Anthropic, K3 and GLM 5.2: https://news.ycombinator.com/item?id=49286679
Already outdated though I think, as GLM 5.3 is latest now :)
KronisLV 1 hours ago [-]
Oh yeah, the second one is my table (mostly just formatted what usagisushi started and added some more data points).
If anyone has tried Baseten versions of these Chinese frontier models, let me know what you found.
alexpotato 3 hours ago [-]
I'm no expert in pricing economics but once peak/off-peak pricing arrives, it seems like tokens are going to be like electricity or long distance phone minutes where it just becomes a commodity/race to the bottom.
garrickvanburen 3 hours ago [-]
Yes. I focus on pricing software and I’m a bit baffled why frontier models are pushing tokens.
It’s a race to the bottom, and the bottom is unlimited use for a flat monthly rate.
Granular pricing (tokens, minutes, etc) is pretty anti-customer generates less revenue than customer value-based subscriptions (why SaaS is such a good business model)
progval 1 hours ago [-]
Isn't it because they have customers who will use as many tokens as they can? With a flat rate, they will run Gas Town continuously while paying as much as the occasional user.
Grombobulous 3 hours ago [-]
But presumably consumers aren’t where the majority of the spend will be.
Consumers don’t generally get usage-based pricing because of the inconvenience and unpredictability, but B2B SaaS products utilize usage-based pricing all the time.
dakolli 1 hours ago [-]
I've always been curious about who works on software pricing. Do you guys hire actuaries for this type of work?
chii 2 hours ago [-]
> becomes a commodity/race to the bottom.
that's a good outcome - it means they're fungible, and easily available.
vrc 2 hours ago [-]
Somehow I keep hearing the rumblings of crypto maximalists trying to merge tokens. I actually wouldn’t mind since I signed up directly with some providers I’ve stopped using and have small amounts of credits strewn across the web.
3 hours ago [-]
hopfenspergerj 3 hours ago [-]
Does the API response include a "service tier" response to indicate whether you paid peak/off-peak for a given request? I like to compute cost for each request, and save it with my results.
kubafu 39 minutes ago [-]
Are we gonna see "we work those unusual hours because that's when LLMs are cheap"?
j1elo 3 hours ago [-]
So many changes in so little time, that it all makes no sense. Continuous churning. Reminds me of the experience of trying to be on top of the dependencies in a medium-large JS project.
I am a person that buys into a tool or a process and expects it to be part of the life with no major changes through the years (or as long as the need exists). But AI? You buy into something today, not 2 weeks have passed and there's already a large "update" introduced to the conditions or the optimal usage patterns you should be adopting.
It's tiring. Makes all prices and offers feel so unreliable and gets me a bit more disinterested each time they change.
ricardobeat 3 hours ago [-]
This makes no sense. You want improvements to stop?
These being open, you can keep using the old models indefinitely for as long as there are providers offering them.
j1elo 3 hours ago [-]
No, I'm talking about the whole sector, not specifically about DeepSeek.
Fully knowing that it is a new industry living its own infancy, it is perfectly normal that there is instability and numerous swings on pricing, conditions, or direction.
But it's not less real that such process can produce churn and consumer fatigue.
Some of the US companies do the same, but rather than "off-peak" hours they price lower for "batch" jobs with non-committal response times.
The same motivation of course - the GPUs have a finite service lifetime, so to maximize revenue you need to keep them busy 24x7.
xbmcuser 2 hours ago [-]
They benefit from a strong captive market because Chinese firms cannot use Nvidia chips and are legally barred from processing data abroad, forcing them to rely on domestic infrastructure.
snake_doc 2 hours ago [-]
lol what no, AI competition is super competitive in China; bytedance has 50% of the inference market and mostly serves from outside of China
Bytedance which runs China’s most popular Doubao AI chatbot; is spending $70B in CapEx this year, most of it outside of China (Malaysia, Thailand, Brazil, etc; and they are allowed to lease NVIDIA chips). This is roughly 50% of Microsoft CapEx.
That's a hefty increase. Flash pricing during peak is now 1.32/M out, compared to the current 0.28/M, which in turn is a quite a bit above the cheapest provider at 0.16/M.
You don't mention the off-peak pricing which is half that. Most western workplaces will enjoy the cheaper prices.
sebastiennight 4 hours ago [-]
With proprietary labs lowering their prices and Deepseek raising theirs over time, wouldn't it possible to extrapolate a graph to look at where the terminal frontier-model million-token-cost asymptotes to?
dakolli 1 hours ago [-]
off of one historical price change, no.
mateenah 4 hours ago [-]
This is good for other competitors I guess. People rarely calculate the bump in price but the fact that price is increasing might bring them to other vendors.
That sounds like a policy written by someone who doesn't understand how LLM's work...
Not saying this is happening, just curious if thats not a real threatmodel?
I imagine it would be very non trivial to do it in a way that that was reliable and obfuscated enough to prevent detection for any amount of time?
Hopefully this will change soon. But AI and China/US skepticism is very high. Even if the person you talk to isn't skeptic, his boss may be. And even if his boss isn't, his CFO or Legal department may use it as a political lever and therefore if you can say 'everything in europe' you dodge the tension entirely.
Yeah it's dumb.
Why use a Chinese product when a domestic or EU one is better and safer?
For European and US customers this is effectively 2x increase. I think i wll keep using both Flash and Pro as before.
EDIT: Misread numbers to believe off-peak kept old prices
Personally, I don't think we've seen the total end of dirt cheap LLMs, it's just a frontier lab doesn't want to be in business of serving half the world.
You certainly don't need Fable to code up a basic web app, any more than you need a Ferrari to go grocery shopping.
They are hoarding HW at massive scale, they make it harder and more expensive to own
Just because you are fine with the new price doesn't mean it's not a problem
Perhaps it's time to pop this bubble
Also, Deepseek is banned in EU/US companies due to being Chinese.
During casual use Deepseek has replied to me entirely in Chinese.
Now, bring on the China glaze replies.
The summary of this paper describes my sentiment in better words than I have:
https://www.nature.com/articles/s41599-025-05868-8
It’s very easy for the average person to mistake linguistic ability and simulated problem solving for intelligence and sentience.
I do not believe current AI or LLMs are conscious, but there is no proof one way or another that they can or cannot be. The paper authors are making up their own definitions and building an argument from them
I, and apparently many others, don’t think it would be any useful to describe the mathematical properties of an AI as consciousness. To me it is inherently a way to describe the “experience” arising from physical processes in biological beings as ourselves.
That’s what the argument comes down to for me. Could an LLM “fall unconscious”?
Though of course you're talking about data centers, and romanticizing them rather than the AI itself.
Already outdated though I think, as GLM 5.3 is latest now :)
I am already using GLM 5.3 with their coding plan, but oddly enough the API prices don't really seem to be out yet: https://docs.z.ai/guides/overview/pricing
You'd kinda expect them to be the same as 5.2 though, seeing as that was the case with 5.1 as well (not with regular 5), but who knows.
For what it's worth, DeepSeek is still positioned as quite affordable, just not as dirt cheap as before.
https://www.baseten.co/pricing/
If anyone has tried Baseten versions of these Chinese frontier models, let me know what you found.
It’s a race to the bottom, and the bottom is unlimited use for a flat monthly rate.
Granular pricing (tokens, minutes, etc) is pretty anti-customer generates less revenue than customer value-based subscriptions (why SaaS is such a good business model)
Consumers don’t generally get usage-based pricing because of the inconvenience and unpredictability, but B2B SaaS products utilize usage-based pricing all the time.
that's a good outcome - it means they're fungible, and easily available.
I am a person that buys into a tool or a process and expects it to be part of the life with no major changes through the years (or as long as the need exists). But AI? You buy into something today, not 2 weeks have passed and there's already a large "update" introduced to the conditions or the optimal usage patterns you should be adopting.
It's tiring. Makes all prices and offers feel so unreliable and gets me a bit more disinterested each time they change.
These being open, you can keep using the old models indefinitely for as long as there are providers offering them.
Fully knowing that it is a new industry living its own infancy, it is perfectly normal that there is instability and numerous swings on pricing, conditions, or direction.
But it's not less real that such process can produce churn and consumer fatigue.
https://news.ycombinator.com/item?id=49287881
https://news.ycombinator.com/item?id=49285160
The same motivation of course - the GPUs have a finite service lifetime, so to maximize revenue you need to keep them busy 24x7.
https://www.bloomberg.com/news/articles/2026-06-17/microsoft...
Bytedance which runs China’s most popular Doubao AI chatbot; is spending $70B in CapEx this year, most of it outside of China (Malaysia, Thailand, Brazil, etc; and they are allowed to lease NVIDIA chips). This is roughly 50% of Microsoft CapEx.
https://www.tomshardware.com/pc-components/gpus/chinas-byted...
https://openrouter.ai/deepseek/deepseek-v4-flash-0731#provid...
The big Covid migrations (startup prople migrating to the countryside),
Will we see the big AI migrations (people travelling to where AI is the cheapest)?
DeepSeek-V4-Flash (off-peak, x2 for peak)
* Cache Hit $0.007 (x2.5)
* Cache Miss $0.22 (x1.5)
* Output $0.66 (x2.25)
DeepSeek-V4-Pro (off-peak, x2 for peak)
* Cache Hit $0.022 (x6)
* Cache Miss $0.66 (x1.5)
* Output $1.98 (x2.25)
Peak Hours: 01:00–04:00 and 06:00–10:00 UTC
Effective from: 16:00, August 16, 2026 (UTC)
It’s still cheaper than everybody else.
https://openrouter.ai/deepseek/deepseek-v4-flash#providers
- but what matter - is cache hit
even now deepseek's off-peak hours for cache hit (0.007) is lower than other providers (~0.01)