Appenzeller: DeepSeek-R1-Zero was the quantum leap in performance
Guido Appenzeller · DeepSeek, Reasoning Models, and the Future of LLMs · Mar 5, 2025 · at 13:41
a16z partner Guido Appenzeller analyzes the performance jump between base models and DeepSeek-R1-Zero during a technical breakdown of DeepSeek's AI training pipeline.
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“So basically, R-one-zero, that was the quantum leap in model performance.”
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More from Guido Appenzeller
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“One of the biggest problems we had was that our customer base sucked, right? I mean, we were selling to, most of the chips went to the large hyperscalers, you know, which they're way too concentrated, and they build their own chips, and so you can push down yo…”
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“It'll push more and more to, I think, just usage based pricing, right? I think if you have a, if you have an underlying commodity that you're reselling to some degree that has, that is that large a part of your cost of goods, right? You need to go to usage bas…”
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