Possible scenario
Price War Deepens
45% Chance
OpenCode's free DeepSeek V4.1 Flash access accelerates the AI inference price war already visible after Dolphin's cheaper API launch. The most likely result is margin pressure on paid model APIs and renewed competition around low-cost, high-throughput deployment.
Secondary impacts
- Technology -0.7%
- Business Services +0.2%
Portfolio impact
S&P 500-0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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