DeepMind is now reportedly struggling to compete with Anthropic and OpenAI while 3.5 Pro is not the step change they'd need to be competitive
Summary
DeepMind reportedly struggles to keep up with Anthropic and OpenAI, with its 3.5 Pro model not providing the significant advancement needed to be competitive.
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DeepSeek just popped the American AI bubble.
DeepSeek's V4 Pro model undercuts rivals like GPT-5.5 and Claude Opus by 10-35x on pricing, signaling a deflationary pressure on the AI bubble as margins compress with 'good enough' models at significantly lower cost.