The Varosity AI GTM Report — Sep 25: DeepSeek Raised Prices 4.5x and Nobody Left

Podcast: The Varosity AI GTM Report · Varosity.ai

Opublikowano: 2026-09-26

Today's read on where AI meets go-to-market. DeepSeek's annualized revenue run rate crossed $1 billion after it raised API prices as much as 4.5x — the first real counterexample to the frontier-model price war, and a lesson in how high switching costs actually are once a model is wired into production. Alibaba shipped Qwen-Audio 3.1 and cut voice API pricing up to 95%, which moves the binding constraint on synthetic voice from cost to proof — and under EU AI Act Article 50, enforceable since August 2, the disclosure and audit obligation lands on the brand that publishes the audio, not the lab that generated it. Google's Gemi...