DeepSeek, every mention
77 scenes (2025), the whole family · ← back to DeepSeek
tap a year for its mentions
every year 2025 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
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
- ▶ 31:22 Jonathan Ross Deepseek has proven this, right?
- ▶ 39:40 Jonathan Ross Thanks to deep seek, not less valuable.
- ▶ 43:01 Harry Stebbings Everyone was so shocked by how R-one is so much more efficient and what we've seen from it. 3 times in the scene
- ▶ 45:29 Jonathan Ross Um, and then with, um, uh, what's happened with, um, the DeepSeq model is they've gotten the opposite.
- ▶ 47:14 Jonathan Ross What you're going to see now is now that everyone has seen this deep seek architecture, they're going to go great. 6 times in the scene