The Cheapest AI Just Got More Expensive
DeepSeek will officially launch V4 in mid-July with a new "peak-hour" API pricing model.
During peak hours (9am to noon and 2pm to 6pm Beijing time), API prices for both DeepSeek V4 Pro and V4 Flash will double.
What's especially interesting is that this comes just weeks after DeepSeek permanently cut V4-Pro pricing by 75%, making its flagship model dramatically cheaper before introducing demand-based pricing.
For V4 Pro, output tokens rise from 6 yuan to 12 yuan per million during peak hours, roughly $0.85 to $1.70. Input costs double as well.
The lighter V4 Flash, from 2 yuan to 4 yuan per million output tokens.
DeepSeek says the change is designed to improve service stability and allocate compute resources more efficiently as demand continues to surge.
When too many people use the API at once, DeepSeek doesn't have enough GPUs to handle all the requests, charging more during busy hours encourages some users to switch to quieter times - similar to Uber's surge pricing.
DeepSeek is the first major frontier AI lab to introduce surge API pricing. As AI demand continues to rise, other providers like Anthropic, OpenAI and xAI could eventually adopt similar pricing models.
DeepSeek will officially launch V4 in mid-July with a new "peak-hour" API pricing model.
During peak hours (9am to noon and 2pm to 6pm Beijing time), API prices for both DeepSeek V4 Pro and V4 Flash will double.
What's especially interesting is that this comes just weeks after DeepSeek permanently cut V4-Pro pricing by 75%, making its flagship model dramatically cheaper before introducing demand-based pricing.
For V4 Pro, output tokens rise from 6 yuan to 12 yuan per million during peak hours, roughly $0.85 to $1.70. Input costs double as well.
The lighter V4 Flash, from 2 yuan to 4 yuan per million output tokens.
DeepSeek says the change is designed to improve service stability and allocate compute resources more efficiently as demand continues to surge.
When too many people use the API at once, DeepSeek doesn't have enough GPUs to handle all the requests, charging more during busy hours encourages some users to switch to quieter times - similar to Uber's surge pricing.
DeepSeek is the first major frontier AI lab to introduce surge API pricing. As AI demand continues to rise, other providers like Anthropic, OpenAI and xAI could eventually adopt similar pricing models.
🇺🇸 PRESIDENT TRUMP JUST NOW:
"The Trump economy is soaring. The Stock Market just completed its BEST QUARTER since the last time he was President. Stocks are surging, exports are rising, the trade deficit is shrinking, and trillions in investment are creating jobs. The Golden Age of America is just getting started."
"The Trump economy is soaring. The Stock Market just completed its BEST QUARTER since the last time he was President. Stocks are surging, exports are rising, the trade deficit is shrinking, and trillions in investment are creating jobs. The Golden Age of America is just getting started."
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US money supply just hit $23 TRILLION for the first time in history.
M2 jumped $247.8 billion in May alone, the largest monthly increase since May 2021.
YTD, M2 has expanded by nearly $700 billion, the fastest pace in 5 years.
Since 2020, the money supply has grown $8 trillion, a 50% increase in 6 years.
Money market funds just hit $7.7 trillion, up 47% in two and a half years.
Five asset managers, Fidelity, Schwab, JPMorgan, Vanguard, and BlackRock, control 71% of that growth.
The last time M2 expanded this aggressively was 2020-2021, which was followed by the largest bull market in stocks, real estate, and crypto in modern history.
The Fed is still holding rates high and has not cut. More money in the system while rates stay elevated creates a tension.
If rates eventually fall, that $7.7 trillion in money market funds becomes expensive to hold, and some portion of it will move into risk assets.
Whether that drives another major rally or gets absorbed by inflation depends on how the Fed responds over the next 6 to 12 months.
M2 jumped $247.8 billion in May alone, the largest monthly increase since May 2021.
YTD, M2 has expanded by nearly $700 billion, the fastest pace in 5 years.
Since 2020, the money supply has grown $8 trillion, a 50% increase in 6 years.
Money market funds just hit $7.7 trillion, up 47% in two and a half years.
Five asset managers, Fidelity, Schwab, JPMorgan, Vanguard, and BlackRock, control 71% of that growth.
The last time M2 expanded this aggressively was 2020-2021, which was followed by the largest bull market in stocks, real estate, and crypto in modern history.
The Fed is still holding rates high and has not cut. More money in the system while rates stay elevated creates a tension.
If rates eventually fall, that $7.7 trillion in money market funds becomes expensive to hold, and some portion of it will move into risk assets.
Whether that drives another major rally or gets absorbed by inflation depends on how the Fed responds over the next 6 to 12 months.
🇨🇭 Global One SI - Prompt
Where humanoid robots are actually deployed Humanoid robots are not sold like cars yet. Most companies do not publish regional sales data so this chart tracks only what can be verified: • commercial deployments • pilots • field tests • research installs…
5 robotics-related stocks that actually build the eyes, nerves, brains & muscles:
1️⃣ $SYM — Symbotic
AI-driven warehouse robotics systems already deployed at massive scale. Pure-play automation winner.
2️⃣ $TER — Teradyne
Industrial robotics & cobots leader via Universal Robots. The backbone of factory automation.
3️⃣ $CGNX — Cognex
Machine vision + AI inspection tech. Robots literally can’t “see” or quality-check without this.
4️⃣ $OUST — Ouster
High-performance lidar sensors giving robots depth perception and autonomy in real-world environments.
5️⃣ $VPG — Vishay Precision Group
Precision force, torque, strain & motion sensors, the “nervous system” for accurate robot control.
1️⃣ $SYM — Symbotic
AI-driven warehouse robotics systems already deployed at massive scale. Pure-play automation winner.
2️⃣ $TER — Teradyne
Industrial robotics & cobots leader via Universal Robots. The backbone of factory automation.
3️⃣ $CGNX — Cognex
Machine vision + AI inspection tech. Robots literally can’t “see” or quality-check without this.
4️⃣ $OUST — Ouster
High-performance lidar sensors giving robots depth perception and autonomy in real-world environments.
5️⃣ $VPG — Vishay Precision Group
Precision force, torque, strain & motion sensors, the “nervous system” for accurate robot control.
🎯 $AMD’s new Versal Premium Gen 2 MoP integrates up to 32GB LPDDR5X directly in the package for 288 GB/s bandwidth and 60% less board space. It’s explicitly a response to memory supply constraints.
💡 What if you pair that packaging approach with something like the Gorgon Halo (Ryzen AI Max 400) — which already targets 192 GB unified LPDDR5X for running 200B+ parameter models locally — and you get a powerful path out of the current RAM shortage.
💡 What if you pair that packaging approach with something like the Gorgon Halo (Ryzen AI Max 400) — which already targets 192 GB unified LPDDR5X for running 200B+ parameter models locally — and you get a powerful path out of the current RAM shortage.
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GMKtec EVO-X3 launches July 6.
3rd-Gen Local AI Supercomputing Mini PC. AMD Ryzen AI Max+ 395 APU. 4TB stock storage. Native offline Qwen3 235B support. OCuLink eGPU expansion. GMKtec Claw AI Suite.
The new EVO-X3 is getting ready for release. What eGPU would you pair with its new OCuLink (64 Gbps xfer speed)? Adding an RTX-5090 w/32GB of dedicated VRAM could speed up decode.
3rd-Gen Local AI Supercomputing Mini PC. AMD Ryzen AI Max+ 395 APU. 4TB stock storage. Native offline Qwen3 235B support. OCuLink eGPU expansion. GMKtec Claw AI Suite.
The new EVO-X3 is getting ready for release. What eGPU would you pair with its new OCuLink (64 Gbps xfer speed)? Adding an RTX-5090 w/32GB of dedicated VRAM could speed up decode.
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3 weeks ago JPMorgan called $6,000 gold.
Now it's calling $4,500.
June 9:
→ JPMorgan: gold to $6,000 by year end
July 3:
→ JPMorgan: $4,300 in Q3, $4,500 in Q4
→ Risks skewed to the downside on possible early Fed rate hikes
Reason: demand from key sectors weaker than expected
Spot gold is at $4,174 today, up 1.3% and near its highest since June 23.
The bank still sees 2027 upside from central bank buying, plus silver at $60-65, platinum near $1,950 by end-2027, palladium at $1,350.
Now it's calling $4,500.
June 9:
→ JPMorgan: gold to $6,000 by year end
July 3:
→ JPMorgan: $4,300 in Q3, $4,500 in Q4
→ Risks skewed to the downside on possible early Fed rate hikes
Reason: demand from key sectors weaker than expected
Spot gold is at $4,174 today, up 1.3% and near its highest since June 23.
The bank still sees 2027 upside from central bank buying, plus silver at $60-65, platinum near $1,950 by end-2027, palladium at $1,350.
🇨🇭 Global One SI - Prompt
I don't prompt Claude Code anymore. I have loops running that prompt Fable, and my job is just to write loops. This is the Boris Cherny method, and I have to say, it's extremely powerful. Everything you need to get started with loop engineering (as a complete…
How to turn Hermes into your personal assistant (save this)
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Loop engineering is the biggest shift in AI prompting we've ever seen.
Pair it with Fable 5, and you'll have AI agents working for you while you sleep.
Pair it with Fable 5, and you'll have AI agents working for you while you sleep.
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Save the manuals 🤝 Nothing beats this feeling
Flying machines solved ✅
Information solved ✅
Intelligence solved ✅
AGI loading..
ASI pending..
FSD loading..
Fusion pending..
Mars base pending..
Moon base loading..
Aging reversal pending..
Artificial womb pending..
Abundant energy loading..
Climate restoration pending..
Quantum teleportation loading..
Cancer & disease-free world loading..
Advanced non-invasive BCIs pending..
what else I am missing 🤔?*
Information solved ✅
Intelligence solved ✅
AGI loading..
ASI pending..
FSD loading..
Fusion pending..
Mars base pending..
Moon base loading..
Aging reversal pending..
Artificial womb pending..
Abundant energy loading..
Climate restoration pending..
Quantum teleportation loading..
Cancer & disease-free world loading..
Advanced non-invasive BCIs pending..
what else I am missing 🤔?*
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VIEW IN TELEGRAM
Things you should do in your early 20s:
- Run up the numbers in at least 1 endeavor
- Completely nuke your life and then rebuild it so you know you can
- Go toe to toe with a legit psycho (and win)
- Make a conscious decision to leave behind people you love because they are holding you back (and not because someone on tiktok told you)
- Solo travel to the other side of the world
- Acquire savant level knowledge of your passions and interests
- Find God
- Go to the gym at least 4 times a week
- Be extremely delusional
- Take more risks (you got nothing to lose)
- Have a list of people actively praying for your downfall
- Run up the numbers in at least 1 endeavor
- Completely nuke your life and then rebuild it so you know you can
- Go toe to toe with a legit psycho (and win)
- Make a conscious decision to leave behind people you love because they are holding you back (and not because someone on tiktok told you)
- Solo travel to the other side of the world
- Acquire savant level knowledge of your passions and interests
- Find God
- Go to the gym at least 4 times a week
- Be extremely delusional
- Take more risks (you got nothing to lose)
- Have a list of people actively praying for your downfall
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