DeepSeek
also referred to as: deep seek
includes DeepSeek R1, DeepSeek V3, DeepSeek V3.2 EXP, DeepSeek Four
20 statements across 13 episodes · 9 bullish · 7 bearish · 10 people on the record · first statement Jan 25, 2025 by Chamath Palihapitiya · said 136 times in 34 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by David Sacks (49), Chamath Palihapitiya (31), Jason Calacanis (22), Gavin Baker (8), David Friedberg (8), Naval Ravikant (5), Brad Gerstner (3), Jensen Huang (2)
tap a year for its mentions
2026 14 mentions in 8 episodes 2 per episode
- Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
- The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
- every mention in 2026, scene by scene →
2025 122 mentions in 26 episodes 5 per episode
- DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- AI Czar David Sacks Explains the DeepSeek Freak Out
- Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- Sundar Pichai, CEO of Alphabet | The All-In Interview
- Eric Schmidt on AI, the Battle with China, and the Future of America
- OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- 18 more episodes that year, every mention in 2025 →
Everything said about DeepSeek, oldest first
Jan 25, 2025 positive
Chamath: DeepSeek's million-dollar model matched OpenAI's billion-dollar o1 model
“We saw a model that got released by the Chinese under, by the way, a totally M you know, open source MIT license that you can run on a laptop. And it turned out to be as good as open AI's O one model. So a couple of versions old, but the point is that This mod…”
Jan 31, 2025 neutral
Jan 31, 2025 negative
Chamath Palihapitiya says DeepSeek's chain-of-thought proves its model was distilled
“So the reason why this is happening is like, you're seeing this chain of thought, you're seeing the several layers, and then it's catching it after the fact. So we know that this is distilled from some other model.”
Feb 2, 2025 positive
Palihapitiya: DeepSeek bypassed Nvidia CUDA software lock-in using PTX
“Everybody is used to building models and compiling through CUDA, which is Nvidia's proprietary language, which I've said for a couple of times is their biggest moat, but it's also the biggest threat factor for lock-in. And these guys worked totally around CUDA…”
Feb 2, 2025 negative
Feb 2, 2025 neutral
Feb 2, 2025
Palihapitiya: Smaller $2M seed rounds force AI startups to innovate
“When the AI company wakes up and rolls out of bed and some VC gives them two hundred million dollars, maybe that's not the right answer for a series A or a seed. And maybe the right answer is two million so that they do these deep seek like innovations.”
Feb 2, 2025 positive
Palihapitiya: DeepSeek created GRPO algorithm to slash AI memory requirements
“They invented a totally different algorithm. There was the orthodoxy. Right? This thing called PPO that everybody used, and they were like, no, we're going to use something else called, I think it's called GRPO or something. It uses a lot less computer memory,…”
Feb 2, 2025 negative
Sacks: DeepSeek's compute cluster costs over $1 billion
“You add up the cost of a compute cluster with 50,000 plus hoppers, and it's going to be over a billion dollars. So this idea that you've got this scrappy company that did it for only six million, just not true. They have a substantial compute cluster that they…”
Feb 15, 2025 bullish
Feb 15, 2025 negative
Feb 22, 2025 positive
May 16, 2025 positive
May 20, 2025 positive
Jun 24, 2025 bearish
Jul 23, 2025 neutral
Aug 9, 2025 negative
Feb 7, 2026 bullish
Gerstner: DeepSeek, Anthropic, and OpenAI will launch Blackwell-trained models in 4–8 weeks
“And just this year, like we're going to see the first models over the course of the next four to eight weeks out of deep seek, out of anthropic, out of open AI that are trained on blackwell servers, right? You're going to see a next generation of models Far mo…”
Jul 30, 2026 bearish
Calacanis: Major enterprise customers will abandon OpenAI and Anthropic for open-source
“And I'll make this prediction here, that you're going to see some of the major customers Of Anthropic and major customers of OpenAI. I'm talking about the eight and nine figure customers, people spending fifty million, a hundred million a year. They're leaving…”
Aug 13, 2026 bullish
Baker: Divergent Chinese open-source model architectures favor Nvidia GPUs
“If you look at the underlying architectures of the three, what I call big Chinese open source models, and maybe even through a few, or four, You know, if we have Quinn, if we have Kimmy, if we have DeepSeq, and then we have GLM, they're actually evolving in ve…”