# DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors

Page: https://stenobird.com/podcast/investtalk-442958/deepseek-s-permanent-price-cut-what-ai-commoditization-means-for-tech-investors
Text version: https://stenobird.com/podcast/investtalk-442958/deepseek-s-permanent-price-cut-what-ai-commoditization-means-for-tech-investors.md
Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958)
Published: 2026-05-30T00:06:47+00:00
Episode link: http://investtalk.com
Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/0f9563ea-ba20-4694-bad6-dcd9b7ea0394/stream.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/deepseek-s-permanent-price-cut-what-ai-commoditization-means-for-tech-investors
Duration seconds: 2685

## Resource

DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and investing in the picks-and-shovels of the AI boom. Today's Stocks & Topics: Tutor Perini Corporation (TPC), Market Wrap, Vanguard International Growth Adm (VWILX), SPDR Gold MiniShares (GLDM), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, International Business Machines Corporation (IBM), Quantum Computing Stocks, Investment Fees and Taxes, Eli Lilly and Company (LLY), Oil Prices this Summer. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

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## Transcript

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