DeepSeek
also referred to as: deep seek
includes DeepSeek R1, DeepSeek R One, DeepSeek V3
33 statements across 12 episodes · 15 bullish · 10 bearish · 10 people on the record · first statement Jan 29, 2025 by Jonathan Ross · said 186 times in 46 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (82), Jonathan Ross (33), Andrew Feldman (9), Steeve Morin (6), Mike Krieger (5), Aravind Srinivas (5), Richard Socher (4), Jason Lemkin (4)
tap a year for its mentions
2026 40 mentions in 18 episodes 2 per episode
- DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- 10 more episodes that year, every mention in 2026 →
2025 146 mentions in 28 episodes 5 per episode
- Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
- Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
- Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
- Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
- Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
- 20 more episodes that year, every mention in 2025 →
Everything said about DeepSeek, oldest first
Jan 29, 2025
Jan 29, 2025 negative
Jan 29, 2025 positive
Jan 29, 2025 negative
Ross: OpenAI accidentally subsidized DeepSeek via unprofitable API tokens
“Open AI Was effectively subsidizing accidentally the training of this model because they were using open AI, right? And, you know, rumors are that open AI may not be completely profitable yet in terms of every token in the API, like on the subscriptions maybe,…”
Jan 29, 2025 positive
Jan 29, 2025 bullish
Jan 29, 2025 bullish
Jan 29, 2025 positive
Jan 29, 2025 positive
Ross: DeepSeek scraped OpenAI data while developing unique RL techniques
“And all of that said, they did a lot of really innovative things. So that's what makes it so complicated because on the one hand, they kind of just scraped the OpenAI model. On the other hand, they came up with some unique reinforcement learning techniques,”
Jan 29, 2025 neutral
Jan 29, 2025 positive
Ross: AI companies will use massive GPU clusters to generate synthetic data
“What you're going to see now is now that everyone has seen this deep seek architecture, they're going to go great. I have hundreds of thousands of GPUs. I'm now going to use a lot of them to create a lot of synthetic data. And then I'm going to train the bejes…”
Jan 29, 2025 negative
Ross: DeepSeek's ultra-low training budget claims are false marketing
“This model was supposedly trained on a smaller number of GPUs and a much, much tighter budget I think the way that it's been put is less than the salary of many of the executives at Meta, and that's not true. It's actually, there's an element of marketing invo…”
Jan 29, 2025 negative
Ross: CCP will pressure DeepSeek to harvest user data
“The CCP is probably going to be taking the safeties off the weapons. They're going to be like, why are you making this model open source? Please direct your data towards us. Go win a bunch of customers this way, but now we want the data, right? And so they're …”
Feb 10, 2025 negative
Ramaswamy: OpenAI Strategically Misdirects Competitors on Hard Technical Problems
“It's also now becoming clear that they are good at misdirection in terms of where, you know, where they tell people hard problems are and it is good that people like DeepSeek, you know, went and busted some of those some of those myths.”
Feb 10, 2025 bullish
Feb 17, 2025 negative
Feb 17, 2025 neutral
Ross: DeepSeek's breakthrough was an algorithmic gain in data generation
“There was an algorithmic improvement on that. And the algorithmic improvement, as I explained, you know, is this seemingly silly thing where they just wrote the answer in a box and then they knew what to look for rather than having to have a human being check …”
Feb 20, 2025 bullish
Hiremath: Shift to reinforcement learning will create domain-specific reasoning AI
“The whole market is shifting to reinforcement learning, right? You're already seeing this with O-one, O-three, the deep seek models. And as a result, I think we're going to see really, really powerful models in specific domains that can reason extremely well.”
Feb 24, 2025 negative
Mar 3, 2025 neutral
Krieger: DeepSeek release had almost no impact on Anthropic's go-to-market
“I got this question a bunch with deep seek when deep seek came out, like, all right, what does deep seek mean for you? And I think there's things that we learned from on the tech side, just looking at what they were doing, but from a go to market and place in …”
Mar 3, 2025 negative
Krieger: Being late to first-party products hurt Anthropic's narrative
“I think significantly if you take a deep seek moment, right? Like ideally that the, like the story of, oh, there's more than one sort of front or leading edge API, sorry, AI product to be used is some, a narrative that we should have captured. I think it hurt …”
Mar 24, 2025
Mar 24, 2025 positive
Feldman: DeepSeek's open-source release had unprecedented immediate impact
“I think there are a few examples of an open source anything having this sort of immediate impact that model had. Right? I mean, that, that model had a giant impact in a technical community of really smart people, and there are very few examples of other open s…”
Mar 24, 2025
Mar 24, 2025 bullish
Apr 18, 2025 bearish
Apr 18, 2025
Apr 18, 2025 neutral
Dec 1, 2025 bullish
May 26, 2026 positive
Feldman says top Chinese open-source AI models lag closed-source models slightly
“This is made doubly worse by some of the best open source models were made by Chinese companies. And they are exceptionally good models. Kimi Ketu, Deep Seek. When the GLM, these are extraordinarily good models. They're not quite as good as the closed source m…”
Jun 8, 2026 bullish