US tech stocks see sharp falls over AI cost fears

Re:US tech stocks see sharp falls over AI cost fears by jdw64 on Friday October 30, 2026 @01:42PM (#50307461)

I’m not sure whether AI companies can keep going with these low costs. My workflow is already completely merged into AI. I don’t want to go back to digging through Stack Overflow and spending an hour writing 100 lines of code like before.

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Re:US tech stocks see sharp falls over AI cost fears by cosmicgadget on Friday October 30, 2026 @02:43PM (#50308372)

This, I believe is exactly what the plan was. They can raise prices now that AI is painful to replace, especially in the corporate setting.

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Re:US tech stocks see sharp falls over AI cost fears by WarmWash on Friday October 30, 2026 @03:10PM (#50308762)

I feel very confident making the assertion that if you work a white collar job, and cannot find $200/mo worth of value in the current crop of SOTA models/agents, you probably don't actually know how to wield their abilities.

For those who do, the models could be worth upwards of $5,000 month easy.

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Re:US tech stocks see sharp falls over AI cost fears by aquentinn on Friday October 30, 2026 @05:37PM (#50310481)

Or just run Muse Spark for free, so the model could be worth zero too - GPU cost.

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Re:US tech stocks see sharp falls over AI cost fears by 233mhz on Friday October 30, 2026 @02:09PM (#50307901)

Even if all these companies crash tomorrow you can still use deepseek and get like 90% of the results

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Re:US tech stocks see sharp falls over AI cost fears by andersmurphy on Friday October 30, 2026 @01:51PM (#50307608)

Yeah if the cost becomes prohibitive it's going to be one hell of a hangover.

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Re:US tech stocks see sharp falls over AI cost fears by swiftcoder on Friday October 30, 2026 @02:20PM (#50308071)

I don't see how the cost of inferencing existing models can become prohibitive. Multiple providers are selling DeepSeek 4.1 Flash tokens at just above cost, and seem to be doing so profitably.

What we do potentially lose out on are the next few generations of models in the case of a market correction, as the big labs won't be able to afford training anymore.

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Re:US tech stocks see sharp falls over AI cost fears by WarmWash on Friday October 30, 2026 @03:12PM (#50308794)

Those providers don't have the compute to meaningfully undercut the private labs.

The reason it's so cheap is because they have compute sitting idle. Meanwhile the big players are rate limiting, using quotas, and keep prices high to keep enough compute available to meet demand.

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Re:US tech stocks see sharp falls over AI cost fears by lbreakjai on Friday October 30, 2026 @03:09PM (#50308748)

Cost won't become prohibitive, it'll trend towards utility.

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Re:US tech stocks see sharp falls over AI cost fears by stemlord on Friday October 30, 2026 @02:04PM (#50307828)

Techology that is already released to the world isn't intrinsically tied to the success of some tech companies

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Re:US tech stocks see sharp falls over AI cost fears by wolvoleo on Saturday October 31, 2026 @12:51AM (#50313304)

Understood but they can't keep subsidizing forever.

So the question is, will you or your employer pay the real cost? And if so where will that money come from? Will there be mass layoffs or will the products become a lot more expensive leading to mass inflation?

Note that either answer is not going to be fun for society.

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