DeepSeek
also referred to as: deep seek
includes DeepSeek R1, DeepSeek V3
42 statements across 10 episodes · 15 bullish · 14 bearish · 12 people on the record · first statement Oct 1, 2024 by Jeff Schmidt · said 219 times in 31 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Guido Appenzeller (41), Martin Casado (21), Marco Mascorro (20), Joel de la Garza (20), AI Security Researcher (18), Olivia Moore (16), Marc Andreessen (12), Anish Acharya (11)
tap a year for its mentions
2026 14 mentions in 3 episodes 5 per episode
2025 203 mentions in 27 episodes 8 per episode
- DeepSeek, Reasoning Models, and the Future of LLMs
- What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
- How to use DeepSeek safely
- The Top 100 GenAI Products, Ranked and Explained
- The Current Reality of American AI Policy: From ‘Pause AI’ to ‘Build’
- How to spot an AI Deepfake
- Reasoning Models Are Remaking Professional Services
- Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
- 19 more episodes that year, every mention in 2025 →
2024 2 mentions in 1 episode
Everything said about DeepSeek, oldest first
Oct 1, 2024
Schmidt: ChatGPT, Llama, and DeepSeek use Nous Research's YaRN context extension
“Bone here is the lead author of a method we developed called YARN, which is a context window extension method that we released and did the research on. It is now used by every, every model you use nowadays, everything, everything Chachipiti, Lama, DeepSeq, all…”
Feb 6, 2025 positive
Casado: China offers unbeatable global arbitrage for high-quality AI data annotation
“If you want to look at a place to arbitrage really smart, educated people and relatively low cost, it's hard to beat China globally, right? And so they definitely have access to a bunch of, you know, potentially highly educated annotated data, which is very re…”
Feb 6, 2025 neutral
Feb 6, 2025 positive
Feb 6, 2025 bearish
Feb 6, 2025 neutral
Casado: DeepSeek's Threat to OpenAI Is Limited if AI Apps Require Proprietary Models
“It could be that the apps actually require you to own the model. And in that case, DeepSeek is less relevant because they're not building apps. And then, you know, this means that the impact to the opening AIs or Anthropics are not as great, right?”
Feb 6, 2025 neutral
Feb 6, 2025 positive
Feb 6, 2025 negative
Sinofsky: $1T market selloff over DeepSeek was a complete overreaction
“Like on a Friday, the whole weekend was like everybody whipping themselves into a frenzy so they could wake up Monday morning and trade away a trillion dollars of market cap, which seems to be a, Complete overreaction and craziness, but that's not what we're h…”
Feb 6, 2025 positive
Sinofsky: DeepSeek's efficiency leap is AI's JavaScript moment
“And it's, to me, this is all the equivalent of the browser getting JavaScript. Because once the browser got JavaScript, then all of a sudden you could do anything you needed without going to some standards body or building your own browser.”
Feb 6, 2025 bullish
Casado: DeepSeek release is not a crisis for OpenAI, Anthropic, or Nvidia
“I personally don't think this is a crisis moment for open AI or Anthropic. I think like apps are hard to build. I think that like right now the apps that they put out are very complex. They actually know their users. They have very specific use cases. And so, …”
Feb 6, 2025 positive
Feb 6, 2025 bullish
Feb 6, 2025 positive
Feb 28, 2025 neutral
Webster: Equivalent open-source reasoning models will arrive within weeks
“What I've been telling most people who ask is like, let's just wait a few weeks and there will be an open source model that, that implements this reinforcement learning technique and you, you'll, you'll get great reasoning on par with what we see from deep see…”
Feb 28, 2025 negative
Feb 28, 2025 negative
Webster: DeepSeek's safety is on par with early GPT-3.5 from 2023
“Qualitatively, what we see is performance on par with GPT 3.5, which is to say, you know, in 2023, when open AI launched GPT, there were there were a bunch of like zero day, really simple jailbreaks and deep seek is essentially susceptible to all of those.”
Feb 28, 2025 bearish
Feb 28, 2025 negative
Ian Webster: DeepSeek uses a separate system for political censorship
“For Deep Seek specifically, there was the part that limited speech about politically sensitive topics in China. So this is stuff like, you know, Taiwan or Tiananmen Square, that kind of thing. And it's pretty clear that that was Basically a separate system fro…”
Feb 28, 2025 negative
Feb 28, 2025 negative
Feb 28, 2025 negative
Feb 28, 2025 negative
Webster: DeepSeek returns CCP propaganda or refusals on Tiananmen Square
“If you ask it about Tiananmen Square or whatever, it will either give you a refusal or it will give you like this long diatribe of The CCP party line, like, you know, nothing happened. We believe in harmony in China and blah, blah, blah.”
Feb 28, 2025 negative
Feb 28, 2025 negative
Webster: Self-hosting DeepSeek does not remove built-in political censorship
“If you run it locally or if you use any of these US providers, which have, you know, spun it up and are serving it you get the same level of censorship. The only difference there is that the China hosted version has an additional guardrail that looks at output…”
Feb 28, 2025 neutral
Mar 5, 2025 bullish
Appenzeller: All future state-of-the-art AI models will use reasoning techniques
“And I think looking forward, From now on, pretty much any state of the art model will use some of those techniques, and we've seen this already, you know, from models from OpenAI and models from Google that are structurally very, very similar, and this has hug…”
Mar 5, 2025 positive
Mar 5, 2025
Mar 5, 2025 neutral
Mascorro: DeepSeek-R1 post-training used two SFT and two RL phases
“So basically the way they did that, trying to fix R one zero, is it added a couple more phases in the post-training. That included two supervised fine tuning phases and two reinforcement learning phases. And these reinforcement learning phases, they were a lar…”
Mar 5, 2025
Appenzeller: Generating human reasoning traces for AI training would cost $60 million
“You know, for some of the math problems, you definitely want somebody with a graduate degree. If, I mean, we saw that the average answer was 20 pages. How much do I have to pay a math PhD to generate 20 pages of text, right, if this is a I don't know, a hundre…”
Mar 26, 2025 positive
Mar 26, 2025 positive
Mar 26, 2025 neutral
Moore: DeepSeek mobile app achieves 7% 30-day retention versus ChatGPT's 9%
“On a retention basis, like, how many users are coming back to the app, say, Exactly 30 days, exactly seven days, exactly 60 days. It's just slightly below ChatGPT. So we're looking at seven percent day 30 for DeepSeq and nine percent day 30 for ChatGPT.”
Mar 26, 2025 neutral
Moore: Runway, Otter, and UMax dropped from Top 50 GenAI list
“There were a couple companies on the list, like Runway, Otter, UMax, across web and mobile, that have been on the core top 50 ranks in the past. But maybe they got just edged out by, like, Deep Seek launching this time, and so they lost their spot for this ran…”
Mar 26, 2025 bullish
Moore: DeepSeek reached #2 AI web product within a week of launch
“We only had 10 days of data for Deep Seek for January, because it launched at the end of the month, and it shot up from literally nothing to number two on the list, you know, 10% of ChatGPT scale on web within a week, a little bit more than a week.”
Apr 24, 2025 positive
May 24, 2025 negative
Acharya: China has sufficient compute to export models like DeepSeek globally
“A stable equilibrium is certainly not one where we just turn our back on a bunch of allies, because China's definitely has enough of the compute resources to try to export great models like DeepSeek to the rest of the world.”
May 24, 2025
Acharya: DeepSeek's rapid release disproved claims China was years behind
“Just a year before DeepSea came out, you had a number of, like, tech leaders in Washington testifying that China was, like, five to six years behind the US, with confidence, on the record. And then DeepSea comes out 26 days after OpenAI puts out the frontier.”
Aug 15, 2025 negative
Midha: Claims of a multi-year US AI lead over China were false
“No empirical evidence at the time that this was, that AI was creating net new marginal risks, and just factual inaccuracies that we were ahead of China, because if you just paid attention to what's happening, DeepSeek had already started to publish a fantastic…”
Sep 22, 2025 bullish
Patel: NVIDIA GB200 yields 3x-4x performance per dollar on DeepSeek
“If you're running DeepSeq inference, the performance difference per GPU is like north of like six, seven X, and it continues to optimize you know, for DeepSeq inference. And so the, you know, then it's like, well, I'm only paying 60% more for six X, and it's l…”