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Cheap Gemini 4 Argon release erodes price edge of Chinese models

Writing alongside a new low for $ZHIPU, the author observes that OpenAI and Anthropic are giving away credits and cutting prices while Google launched the cheap Gemini 4 Argon, dulling the low-price advantage of Chinese models like DeepSeek as giants use subsidies to win developers.

0x可可(财富版)
@keke11199Archived 20 days agoOriginally posted 2026.10.14
Cheap Gemini 4 Argon release erodes price edge of Chinese models
0x可可(财富版) @keke11199Originally posted 2026.10.14
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今天 $ZHIPU 新低了,顺便分享一些最近的观察和思考: OpenAI和Anthropic 最近开始大规模送额度和降价,Google 昨天又推出了 Gemini 4 Argon,成本也很便宜。 deepseek这类国产大模型便宜的优势,也没那么亮眼了。 各ai公司用补贴争夺开发者,把用户留在自己的生态里,这一幕是不是有点熟悉。 像 $GOOGL 和 $MSFT ,这些巨头不仅能打价格战,还能通过压低推理成本来改善自身商业模型。 AI 模型越便宜,算力供应商调用量可能越大,客户自研芯片以及压缩推理成本的动力会越来越强。

x.com/keke11199/status/2110254085241000032Archived 2026.10.15 11:39