The competition is real in pricing. Thanks for the Chinese open models, US big players have to cut their inference pricing. We've done a bunch of evals between the models, and Kimi K3 was the first one that actually could compete or be even better than Opus or Sol in our use cases, with a fraction of the price. All our developers use K3 as their programming model, and it now powers a big part of our systems instead of Opus and GPT. Surprisingly the new Sol pricing is quite similar to K3...

Now DeepSeek v4 Flash 0731 is eating Gemini's lunch, and suddenly we saw a price cut (the "introductory price") for 3.7. DeepSeek is of same quality or sometimes better than Gemini for text, Google knows it and they have to compete. Too bad it's too little and too late, it's still 4-5x more expensive in our evals.

And these models are not going away, nor their prices going up because of competition in the inference providers and due to the fact that you can buy/rent the hardware and run them in your own premises.