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OpenAI is negotiating down your Anthropic bill more than any volume discount you could dream of. When market competition works, it *really* works.

This isn’t market competition. Two providers does not a market make

I suspect a lot of the API pricing pressure is coming from DeepSeek. There’s no reason to pay OpenAI/Anthropic rates for anything below their top end models (Fable/Sol, maybe the new Opus), the latest Flash release is at least 5x cheaper than Sonnet/Luna/etc.

Sure there is. I’m not a fan of the PRC having access to every single thing I type into a harness.

Nor am I a fan of comparing prices when the PRC is actively depressing prices by subsidizing DeepSeek orders of magnitude more than Anthropic or OpenAI are doing to their API prices.

I also doubt the government is subsidizing DeepSeek either (because API pricing for for Kimi, GLM, MiMo etc is roughly the same inside/outside China). If there are subsidies, it's probably indirect (e.g. cheaper Huawei NPUs), which probably benefits everybody by putting pricing pressure on NVIDIA.

The Chinese government has invested significant amounts of money into deepseek. You can easily find this out. It’s been reported in multiple outlets. That’s called subsidizing.

1) PRC fund invested months after V4 release (Jun/Jul 2026 vs April 2026). Hard to see how it affected V4 pricing. 2) DS4F 0731 uncached input/output pricng is same via Fireworks as official DS API ($0.14 / $0.28). Some providers actually even cheaper. If there is a subsidy, it's clearly not much.

Is the US government writing big checks to OpenAI, not to use the product but to subsidize it so it can lower its prices to push Chinese models out? If you don’t understand the difference between a private company taking VC funding it has to r3coup somehow vs taking state funding, I can’t help you.

You keep asserting that this is happening when everyone deploying these models outside China is saying the prices *aren't subsidized*. bsky.app/profile/thdx...

Maybe it will happen in future but right now, the idea that the PRC is flooding the market with subsidized credits is completely invented. (also if DeepSeek had such a massive warchest from the PRC to encourage adoption, why tf would they be *increasing* prices)