Briefs
This week in AI: chips, copyright, and another model dump
A short desk note on three stories that will still matter after the launch posts expire: allocation, lawsuits, and weights that refuse to stay put.
Topic
Finance
Pricing, subsidies, markets, and who actually pays for the tokens.
News
DeepSeek’s latest drop forces another round of price cuts
An open-weight model that is good enough is now a pricing event, not a research paper. The closed labs are answering the only way they still know how.
Analysis
Who actually pays for inference?
Free tiers, student credits, and ‘unlimited’ chat are not gifts. They are a bet that someone else — advertisers, enterprises, or tomorrow’s you — will cover the meter.