DeepSeek's New Model Costs One-Seventh of GPT-5.5. The Moat Just Broke.
DeepSeek released V4-Pro on Friday: open-weight, near-frontier on coding and reasoning, and priced at one-seventh of GPT-5.5. The model layer just became a commodity. OpenAI and Anthropic now have to defend $1.6 trillion in combined paper value with a moat that no longer exists.
