r/wallstreetbets
So about that AI trade..
Companies are shifting to cheaper open-source and Chinese AI models, questioning the profitability of the current AI trade.
- Companies are migrating to open-source and Chinese models at a fraction of the cost.
- AI workloads will run on 99% cheaper models within a year, destroying margins for big AI players.
TLDR; Companies are migrating to Open Source models at a fraction of the cost of the big boys, and China is offering comparative models for far less $$ if you need that sort of thing...
Are we still going to the moon?
See what JPM is saying about AI etc.
"The founder of Lindy AI, a productivity assistant chatbot company, announced that they moved their entire app AI service from Claude to DeepSeek, claiming savings of millions of dollars and improved performance"
"Brian Armstrong from Coinbase tweeted that "80% of workloads will be running in 99% cheaper models within a year, and mentioned Coinbase was actively moving workflows to cheaper models"