DeepSeek's price hike is about more than GPU costs
TL;DR: On August 6, 2026, DeepSeek announced a planned API price hike. No single cause: cost pass-through, user filtering, expectation management, free marketing, a shift to value-based pricing, and open-source ecosystem pressure all point at the same move. Rising compute costs are real, but they don’t explain the timing or the form of the announcement. The market is largely moving from winning share with low prices toward value-based pricing, and seven falsifiable signals before the official plan will confirm or overturn this post’s inferences. ...