Much of AI has been on sale or made free in recent weeks, one of the effects of that Deepseek

breakthrough. Adir Dobosa has more today on what this might mean for Invidia tonight. Morning

Deep. Everything comes back to Invidia, right? Well, really, what we're seeing is a race to the bottom

in AI pricing. As mega caps and startups alike, they jostle to establish dominance in this critical

period.

Now, for NVIDIA, it will be a test of Jevin's paradox.

The idea that overall demand for AI compute will increase rather than decline as compute

becomes cheaper and more efficient.

Now, it's also having an impact on new products coming to market, like Amazon's revamped

Alexa.

Moments ago, the company said that it will be free for prime members.

RK. Rooney reported that in the early stages of planning,

Amazon was considering charging even prime members for it.

Now, let's take a look at the landscape.

This is just some of what is now on offer by the biggest players in this space

and all announced over the last few weeks or so.

Shortly after DeepSeek released its open source reasoning model, OpenAI made a free version

of its most advanced O3 Mini available. From there, products and features, entire models even

from the likes of Google, Microsoft, and XAI made available to users at no cost to them.

So essentially, a land grab amid this rapidly commoditizing landscape because as developers,

consumers, enterprises, they start incorporating AI in earnest.

These companies want to make sure that each of their platforms become the platform of choice.

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