DeepSeek, every mention
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every year anyone Harry Stebbings 82Jonathan Ross 33Andrew Feldman 9Steeve Morin 6Mike Krieger 5Aravind Srinivas 5Richard Socher 4Jason Lemkin 4Sridhar Ramaswamy 3Kevin Scott 3
Verbatim, from the transcripts: the passages where DeepSeek comes up
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 28:10 Harry Stebbings Do you think when you see deep seat building their own chips, you see anthropic now building their own jalapeno from open AI.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 51:13 Harry Stebbings Yeah, Xi Jinping is gonna say, stop you deep-seeking moonshot.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 22:36 Alex Atallah Like, there are, there are a few other confounding variables in the story, and, and it was also done in the middle of Deep Seek launching and having a really, really good price, and GLM having a really good price.
- ▶ 38:11 Harry Stebbings Because when you have Deep Seek, it becomes a national champion in China. 4 times in the scene
- ▶ 57:20 Harry Stebbings I think you see DeepSeek and ByteDance both aggressively pursuing their own chips.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 16:28 Matt Murphy Um, I'll run through a couple other deep, the deep seek moment.
- ▶ 27:18 Harry Stebbings I have jalapeno reportedly anthropic working with Samsung to create their own chips, some, um, deep seeker creating their own chips, uh, Meta creating their own chips.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 4:34 Rory O'Driscoll Some of the DeepSeq models you can run on your PC, or your Mac, or on a laptop, right?
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 43:16 Harry Stebbings Deep Seeker building their own chips.
- ▶ 1:09:16 Harry Stebbings As I said, OpenAI, Anthropic, DeepSeek, Meta, we're building our own chips now.
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 0:28 Harry Stebbings Number three, DeepSeq is developing its own chip.
- ▶ 47:19 Harry Stebbings That was on Thursday last week, and then today, Deep Seek is, well, have announced that they are, uh, starting to build their own chips.
- ▶ 51:55 Harry Stebbings Jason, with the greatest of respects, you've got deep seat raising at fifty billion, a gross discount compared to any Western alternatives, and you've got ByteDance.
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 0:15 Harry Stebbings Deep Sea closes 7.4 billion dollar series A.
- ▶ 10:16 unnamed speaker Like you just, you have to like, and it's really hard for, if you're not anthropic, how do you retain now it's not deep seek, but how do you retain this talent?
- ▶ 20:57 unnamed speaker So when I'm in China for two weeks, it's DeepSeek and Gemini that those are, those are, those are my friends. 6 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 52:07 Aravind Srinivas And there's a lot of risk as well, because if you do encounter another deep seek moment here,
- ▶ 52:43 Aravind Srinivas The reason I think there are some possibilities that because of the export controls, um, you are, so the Deep Seek is not building with the Nvidia stack. 3 times in the scene
- ▶ 1:28:14 Aravind Srinivas Um, like, like, I, I, if, would you call DeepSeq a NeoLab?
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 1:10:18 unnamed speaker We think deep seek and open source can catch up, but if Microsoft launches these models and it doesn't even search the web, um, can we really keep up with the pace at Anthropic? 2 times in the scene
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 7:03 unnamed speaker And every time we see, and we saw it like with DeepSeq one year ago, and like we continue to see, seeing it now, every time we find the way to solve some tasks 2 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 22:24 unnamed speaker And as folks are a struggle to manage it themselves, that will, that may degrade pricing power for anthropic as folks just, you know, like, you know, I can, I'm just going to use a combination of GPT for it's older and some sonnet and some…
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 43:16 Andrew Feldman Kimi Ketu, Deep Seek.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 40:00 Jason Lemkin I mean, it's, it's, it's at least slightly tied to DeepSeek finally raising outside financing at twenty billion, right?
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 30:49 Mitchell Green Like, that could happen in, um, I, you know, it was not a surprise to me when Deep Seat came out, but don't, don't, um, underestimate, like, Chinese, uh, creativeness and, like, ingenuity, um, to, like, figure out how to, like, reverse…
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 7:09 Jerry Murdock And then for this other part of it, or let's use an open source model like deep seek, llama three, whatever, you know, and they're going to start from a big picture.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 1:16:07 Anish Acharya So even the ideas that were obviously good but not working, suddenly, many of them suddenly started working with the advent of O-one and Deep Seek.
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 42:48 Winston Weinberg Like I definitely think we will have like more moments like the deep seek moment where like everyone freaks out, right?
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 10:53 Jonathan Siddharth O-one dropped in December, DeepSeq launched in Jan, and now it's all about aural environments.
- ▶ 1:04:24 Jonathan Siddharth O-one came out in December and DeepSeek came out in Jan.
- ▶ 1:09:06 Harry Stebbings You mentioned DeepSeek a couple of times. 2 times in the scene
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data · 20VC with Harry Stebbings
- ▶ 9:40 Harry Stebbings Does progression happen in kind of a linear fashion, or does it happen in step functions like AlphaGo, like a DeepSeq, which depending, depending on kind of what you believe, suggests a lot of efficiency in terms of model improvement.
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 1:15:52 Jason Calacanis And the moment for me was when Deep Seek came out and everyone was, I mean, this was the talk, right? 2 times in the scene
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 55:51 Harry Stebbings Final one, just in terms of geography, you know, DeepSeek obviously had that moment, and it kind of solidified the concerns around China.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 29:14 Harry Stebbings I mean, they can use deep seek.
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 30:26 Hemant Taneja Think about deep seek and the open source models that have come about.
- ▶ 31:40 Harry Stebbings Do you primarily believe that just because of distillation and the benefits that we saw deep seek have as a result of being second?
20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
- ▶ 32:39 Harry Stebbings This is why I always laugh when I hear about the commoditization of like LLM providers, because I'm like, no, if I suddenly move to DeepSeq, it doesn't have any of the memory.
Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!" · 20VC with Harry Stebbings
- ▶ 48:30 Harry Stebbings But do you not think we're just seeing the commoditization of all model knowledge and advancement when you look at DeepSeek and the 12 different open source models in China?
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 48:28 Jason Lemkin You know, it was X months ago we thought DeepSeek was going to change the world. 3 times in the scene
Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education · 20VC with Harry Stebbings
- ▶ 1:32:23 Harry Stebbings Where models can change, where DeepSeat can come out and completely change how we think about plenty of China's approach to AI or open source or whatever that is.
20VC: Four Traits of the Most Successful Founders | How to Hunt and Close Talent Like a Pro and Where All Founders Go Wrong | Lessons Raising $397M From the Best Investors in the World with Eléonore Crespo @ Pigment
- ▶ 1:03:29 Harry Stebbings I'd most like to be a CEO of DeepSeek.
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 19:55 Richard Socher I think one is that personalization, and that's why it's so easy for people to switch around LLMs too, you know, like DeepSeek overtook almost every other thing other than ChatGPT within the weeks.
- ▶ 46:08 Richard Socher and they don't have a real moat and like there's the switching cost is close to zero to go to DeepSeek or something else. 3 times in the scene
Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
- ▶ 44:51 Victor Lazarte oh, how about DeepSeq and this and that, but the reality is, like,
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 44:46 unnamed speaker We saw this with, you know, DeepSeek, and we see this with, you know, Search moving into research, and some of these capabilities that are now possible.
Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
- ▶ 13:43 Kevin Scott Deep Seek R one launch, uh, you know, a few weeks back kind of clued everybody into it is that we just have an incredible track record over the past handful of years. 3 times in the scene
- ▶ 42:36 Harry Stebbings Uh, we mentioned DeepSeek earlier. 2 times in the scene
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 6:17 Mitchell Green When Deep Seek was announced, which I find quite funny that a lot of people that invest in the infrastructure of AI didn't even know about it, uh, because it's like, and by the way, I think it's the, I think investing in AI infrastructure…
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 7:21 Andrew Feldman Or if you want to do a, uh, a DeepSeq six 71, you might need six or 8000 chips.
- ▶ 15:57 Andrew Feldman You don't want to wait three minutes for R-one on GPUs to give you an answer.
- ▶ 35:01 Andrew Feldman And what DeepSeek showed us is you, you don't need 5000 people and, you know, billions of dollars of gear. 6 times in the scene
- ▶ 56:26 Harry Stebbings You know, everyone was going with Deepsea, wow, how did this happen? 2 times in the scene
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- ▶ 15:17 Peter Singlehurst But when you have these like forces of commoditization within the LLM space, uh, you know, such as, uh, open source models, such as DeepSeq.
20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
- ▶ 28:44 Matt Biilmann This open model came around and DeepSea came around and so on, right?
Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
- ▶ 0:11 Mike Krieger I think the DeepSync piece, people seem surprised that there were cutting-edge research teams there, and if you were paying attention, that part should not have been the surprising piece.
- ▶ 9:10 Mike Krieger And then the third one is, um, I got this question a bunch with deep seek when deep seek came out, like, all right, what does deep seek mean for you? 2 times in the scene
- ▶ 22:25 Harry Stebbings And what I mean by that, we have Deep Seat released something this week, we have OpenAI released something this week, we have Anthropic released something this week, we have Mistral released something, you know, 10 days ago, where, bloody,…
- ▶ 32:04 Mike Krieger Yeah, I think the deep seek piece that people seem surprised that there were sort of cutting edge research teams there.
- ▶ 33:31 Harry Stebbings Final one before we move into like Verdict Clive's products, just did DeepSeat cause you to rethink anything or change anything about the way that you progress? 8 times in the scene
- ▶ 55:38 Mike Krieger I think significantly if you take a deep seek moment, right?
George Bonaci, VP of Growth @Ramp: How Ramp Became the Fastest Growing SaaS Company Ever |E1264 · 20VC with Harry Stebbings
- ▶ 35:10 Harry Stebbings I run a fucking media company in a world of TikTok and Deep Seek.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 6:25 Harry Stebbings Can I ask, before, you know, we were chatting about NVIDIA and AMD when DeepSeq obviously happened and the stock crash that happened.
- ▶ 30:18 Steeve Morin Uh, so reasoning, not in the sense that you see on deep seek and whatever, right?
- ▶ 53:55 Steeve Morin Uh, um, on the engineering side, which is the deep seek approach, right? 2 times in the scene
- ▶ 58:18 Harry Stebbings Was it not diffusion that DeepSeat did on OpenAI's models?
- ▶ 1:06:34 Harry Stebbings Can I ask you before we move into a quick fire on I do just want to ask you when we had DeepSeek as we mentioned, to what extent were you surprised that such innovation, I would argue and I think many would agree with me, 5 times in the scene
- ▶ 1:09:05 Steeve Morin Um, yes, Deep Seek made a very good, you know, made waves, but it was, it was, you know, waves that were amplified by the media and the narrative and, and the drama, right?
- ▶ 1:12:41 Steeve Morin And, you know, that was prior to DeepSeek, then DeepSeek came. 2 times in the scene
Adarsh Hiremath @ Mercor: The Fastest Growing Startup in Silicon Valley | E1261 · 20VC with Harry Stebbings
- ▶ 16:47 Adarsh Hiremath You're, you're already seeing this with O-one, O-three, the deep seek models.
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- ▶ 1:30 Harry Stebbings In terms of like scaling laws, everyone says we are at the limits of scaling laws, and then there seems to be exponential innovation happening with the likes of DeepSeek and others.
- ▶ 8:34 Harry Stebbings Has DeepSeat not shown you that actually we don't need the compute and you can do more with less? 2 times in the scene
- ▶ 50:43 Harry Stebbings You think they're living that amazing life in Guangdong when they're working for DeepSeek or any other Chinese alternative?
- ▶ 57:31 Harry Stebbings And the last time we spoke, we've discussed DeepSeek. 3 times in the scene
Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
- ▶ 0:17 Sridhar Ramaswamy You're not going to switch from ChatGPT to DeepSeq.
- ▶ 18:45 Harry Stebbings DeepSeek has shown that in the last few weeks. 4 times in the scene
- ▶ 23:53 Sridhar Ramaswamy You know, there's always been a little bit of mystique around OpenAI and their closed source models, um, and it's also now becoming clear that they are good at misdirection in terms of where, you know, where they tell people hard problems…
- ▶ 30:01 Sridhar Ramaswamy And you know, this in some ways like deep seek is yet another illustration, um, that, you know, uh, having rich uncles is not always a good thing.
Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
- ▶ 2:37 Harry Stebbings The mysteries, this is what I find so challenging, which is like the world was turned upside down by Deep Seek.
- ▶ 30:24 Harry Stebbings DeepSeat tells you that you've got no idea about barriers to entry.
- ▶ 49:45 Harry Stebbings Like, Deep Seek sitting on number one is getting more consumer data and more consumer insight than anyone else.
- ▶ 50:54 Harry Stebbings Does DeepSeat change how OpenAI and Anthropics should operate? 3 times in the scene
- ▶ 56:35 Harry Stebbings DeepSeat comes out, they get hit by that.
Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
- ▶ 0:00 Harry Stebbings To everyone seeing the news about Deep Seat today, is it as big a deal as everyone is making of it? 2 times in the scene
- ▶ 1:34 Harry Stebbings Um, but I do want to start, um, obviously everyone's just talking about deep seek, a little bit of context.
- ▶ 2:07 Harry Stebbings So everyone's seeing the news about Deep Seat today. 3 times in the scene
- ▶ 3:51 Jonathan Ross Well, it is true that they trained the model on approximately six million dollars for the GPUs, right? 6 times in the scene
- ▶ 7:30 Jonathan Ross And all of that said, they did a lot of really innovative things. 6 times in the scene
- ▶ 10:38 Jonathan Ross And so each one that they generate effectively, they were losing a little bit of money while deep seek was getting training data.
- ▶ 13:13 Harry Stebbings Do you think DeepSeek is an instrument that will be used by the CCP to increase control on lasting democracies? 3 times in the scene
- ▶ 15:48 Jonathan Ross And we had to make a very difficult decision on Deep Seek. 5 times in the scene
- ▶ 17:23 Jonathan Ross So the first thing is, um, one question to ask is, are we going to be talking about DeepSeq for the next six, or R-one for the next six months? 2 times in the scene
- ▶ 17:23 Jonathan Ross So the first thing is, um, one question to ask is, are we going to be talking about DeepSeq for the next six, or R-one for the next six months? 2 times in the scene
- ▶ 19:14 Harry Stebbings At a time when we've seen increasing efficiency to a scale like never before with DeepSeat today, the five hundred billion dollar seems ridiculed. 2 times in the scene
- ▶ 21:17 Harry Stebbings So can I ask, do you think the U.S. put sanctions on DeepSeek to prevent the CCP using it for data capture on U.S. citizens?
- ▶ 23:21 Harry Stebbings Every single day that DeepSeq is out, 2 times in the scene
- ▶ 24:51 Jonathan Ross They could just switch to deep seek and people would still use them. 2 times in the scene
- ▶ 26:38 Harry Stebbings Matters share the open source values that Deep Seeker espoused. 2 times in the scene
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