DeepSeek, every mention
71 scenes, the whole family · ← back to DeepSeek
tap a year for its mentions
every year anyone David Sacks 49Chamath Palihapitiya 31Jason Calacanis 22Gavin Baker 8David Friedberg 8Naval Ravikant 5Brad Gerstner 3Jensen Huang 2Howard Lutnick 2Eric Schmidt 2
Verbatim, from the transcripts: the passages where DeepSeek comes up
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:00:28 Gavin Baker You know, if we have Quinn, if we have Kimmy, if we have DeepSeq, and then we have GLM, they're actually evolving in very different ways.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 45:36 Jason Calacanis They're going to fork it, or whichever one, Deep Seek.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 0:53 Jason Calacanis And, uh, this has created a bit of a panic, similar to the Deek Seek moment that we had here back in early 2025.
- ▶ 19:15 David Sacks I did it in January of 2025 when Deepsea came out.
- ▶ 32:20 David Sacks So it's been a thing this entire time that they've been growing exponentially.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 27:43 Brad Gerstner In AI is the one that Chamath keeps pointing us back in the direction of, which is for 18 months since the deep seek moment, right? 2 times in the scene
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 54:44 Jason Calacanis Kimi and DeepSeek from coming into this country in order to drive our open source technology and to keep the leakage from those models, Sachs?
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 43:14 Brad Gerstner 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?
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
- ▶ 29:37 David Sacks Obviously, about a year ago, you had the DeepSeq moment where you, you had a powerful model released by DeepSeq, and I think that kind of put Chinese, uh, AI on the map in a way. 3 times in the scene
- ▶ 34:48 David Sacks But if in five years we look around the world and it's Huawei chips and DeepSeq models,
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
- ▶ 10:30 Howard Lutnick So we study, and then we put out reports, like when deep seek comes out with their new model, right?
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 12:26 Jason Calacanis Deep seek, et cetera, Saks in China.
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 39:24 Jason Calacanis And they're also using DeepSeq and open source models again, because they don't want to give their data and their advantage over to a person and enabling somebody who might compete with them.
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 45:01 Jason Calacanis But here's an interesting topic, some red meat for you, DeepSeq, the Chinese LLM just dropped their latest model, 3.2 EXP. 4 times in the scene
- ▶ 45:01 Jason Calacanis But here's an interesting topic, some red meat for you, DeepSeq, the Chinese LLM just dropped their latest model, 3.2 EXP. 2 times in the scene
- ▶ 47:38 Chamath Palihapitiya And so like the things that we do to perfect code gen or to perfect back propagation on Kimi or on anthropic, you can't just hot swap it to deep speed.
H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
- ▶ 19:11 David Sacks Just on this Operation Paperclip point, it's interesting that China, the Chinese government, took away the passports of the engineers at DeepSeek after the launch of that model, or at least it was publicly reported.
- ▶ 1:06:15 David Sacks I mean, that was one of the implications of DeepSeq.
Eric Schmidt on AI, the Battle with China, and the Future of America
- ▶ 6:32 Eric Schmidt I would not hold, keep, um, I would not say that they're going fully closed, and I think also they got screwed up because the deep seek people, uh, are one, did such a good job. 2 times in the scene
- ▶ 22:29 David Sacks And, um, and this is before DeepSeq launched, and then we saw that actually they're ahead of us in open source, but it feels like there's been, um, a pullback a little bit from the AGI narrative, which I think, I think it's actually a good…
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 36:39 Gavin Baker I have it on good authority that if you work for deep sea, you are not allowed to be in the same room as an American while you're in China. 3 times in the scene
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 59:14 Chamath Palihapitiya There was the deep seek moment, then maybe this week, last week there was this Kimi model moment. 4 times in the scene
- ▶ 1:01:21 Jensen Huang Post-training is teaching you how to think, and so now with Deep Seek R-one, Kimi, Kimi K-two, um, uh, Q-one-three, you now have reasoning models that can allow, that help you think, and so the reason why I was so excited is, if each pass…
- ▶ 1:02:56 Jensen Huang It's not a, it's not, well, DeepSeek's a 150 people.
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
- ▶ 1:44:20 David Sacks You're going to guarantee that Chinese models like Deep Seek are better than American models, because they're not going to go through any of that.
Which Company Is Going To Win The AI Race? - David Friedberg
- ▶ 7:19 David Friedberg And just like we were knocked over by DeepSeq, I think we will be knocked over by some semiconductor manufacturing processes, um, coming out of China in the near term.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 19:33 Chamath Palihapitiya So if you look at Deep Seek, what did they do? 2 times in the scene
- ▶ 36:58 David Friedberg And just like we were knocked over by DeepSeq, I think we will be knocked over by some semiconductor manufacturing processes, um, coming out of China in the near term.
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 1:01:07 David Sacks It's a Huawei plus deep seek tech stack. 3 times in the scene
Sergey Brin, Google Co-Founder | All-In Live from Miami
- ▶ 19:24 Sergey Brin I mean, Deep Seek released a really surprisingly powerful model, uh, when it was January, uh, or so.
Sundar Pichai, CEO of Alphabet | The All-In Interview
- ▶ 33:37 David Friedberg Well, let's talk about that, and let's talk about the unknown competitor DeepSeek popped up. 6 times in the scene
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 17:00 Chamath Palihapitiya Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible, DeepSeq shows up with something better?
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
- ▶ 5:07 Gavin Baker And I think the only reason NVIDIA was able to grow through this product transition is because of reasoning models like DeepSeq, which are just so compute hungry, and this product transition does come back to the day's receivables.
- ▶ 11:11 Gavin Baker Like since DeepSeq came out, like what has happened since DeepSeq R-One came out is China is buying every GPU they can.
- ▶ 18:05 Gavin Baker That it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their own semiconductor ecosystem and, you know, pressure to kind of, you know, necessity is the mother of innovation,…
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- ▶ 1:23:12 Cyan Banister You know, Deep Seek should show us that, you know, we have underestimated China every step of the way.
Howard Lutnick | All-In DC
- ▶ 1:19:43 Howard Lutnick So we have deep seek, we have Quinn, we have do bow.
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 1:28:51 Chamath Palihapitiya Deep Seeks, I think is also quite good.
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 1:03:58 Patrick Collison Like, uh, like, you know, uh, the DeepSeq model or Lama or something.
- ▶ 1:21:25 Chamath Palihapitiya In all of this, you know how we talked about DeepSeq being this moment where we had lost sight in America of capital being the source of innovation?
- ▶ 1:28:14 Jason Calacanis This is the benchmark here for Grok on a bunch of different tests, math, science, and coding, and as you can see, Grok III has now eclipsed Gemini, which is Google's LLM, and DeepSeq from China, Quad, and ChatGPT-IVO.
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 40:05 Chamath Palihapitiya At technological supremacy from the Chinese with respect to deep seek.
- ▶ 45:26 David Sacks Of this recognition, because just a few weeks ago, we had DeepSeek, and it's really clear that China is not a year behind us.
- ▶ 48:02 Naval Ravikant You could even argue deep seek.
- ▶ 1:07:23 Naval Ravikant The point I would agree with is that it's going to happen anyway, and that's what DeepSeq proved. 3 times in the scene
- ▶ 1:31:23 Naval Ravikant Deep Seek proved that.
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 45:03 David Sacks I think that decision's been proven even more right in the wake of DeepSeek, because we know that China has basically caught up, or they're very, very close to catching up.
- ▶ 1:10:22 Jason Calacanis With Deep Seek doing it with maybe a little bit less, maybe they're lying.
AI Czar David Sacks Explains the DeepSeek Freak Out
- ▶ 0:15 David Sacks And there's definitely a lot of takes all over the map on deep seek, but I feel like I've started to put together a synthesis based on hearing from the top people in the field. 2 times in the scene
- ▶ 0:51 David Sacks And then the other is it's an open source company, or at least an open source, the, the R one model.
- ▶ 2:16 David Sacks There's kind of the base LLM model like ChatGPT-Foreo or the DeepSeq equivalent was V-three, which they launched a month ago. 4 times in the scene
- ▶ 2:16 David Sacks There's kind of the base LLM model like ChatGPT-Foreo or the DeepSeq equivalent was V-three, which they launched a month ago.
- ▶ 4:26 David Sacks Because O-one was released about four months ago, and R-one is comparable to that.
- ▶ 5:32 David Sacks By DeepSeek to that of OpenAI or Anthropic. 6 times in the scene
- ▶ 9:20 Chamath Palihapitiya And TK just mentioned this, but if you dig into not just the original white paper of deep seek, but they've also published some subsequent papers that have refined some of the details. 3 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 14:51 Jason Calacanis And I mean, I know we are here today to talk about Deep Seek, but any interesting meetings or anecdotes from just the vibes and walking around?
- ▶ 15:39 Jason Calacanis We had a little bit of a freak out the last week regarding this deep seek. 6 times in the scene
- ▶ 15:47 Jason Calacanis It's called R one.
- ▶ 17:21 David Sacks Well, I think one of the really cool things about this job is just that when something like this happens, I get to kind of talk to everyone, and everyone wants to talk, and I feel like I've talked to maybe not everyone in, like all the top… 7 times in the scene
- ▶ 18:12 David Sacks And then the other is it's an open source company, or at least an open source, the, the R one model. 2 times in the scene
- ▶ 19:37 David Sacks Now there's kind of the base LLM model, like ChatGPT four O or the deep seek equivalent was V three, which they launched a month ago.
- ▶ 26:35 Chamath Palihapitiya The thing that struck me was how different their approach was, and TK just mentioned this, but if you dig into not just the original white paper of DeepSeq, but they've also published some subsequent papers that have refined some of the… 3 times in the scene
- ▶ 32:40 Jason Calacanis Well, and the cloud provider is hosting R-one now, so they're literally undercutting.
- ▶ 34:46 David Sacks I mean, to be sure, the DeepSeq team is very smart, and there were some innovations, but also there was some distillation. 4 times in the scene
- ▶ 34:56 David Sacks A fresh news story, I think, from the point of view of Silicon Valley, because a month ago, we had a press cycle in Silicon Valley when DeepSeq's V-three model came out, that DeepSeq V-three was self-identifying as ChatGPT. 5 times in the scene
- ▶ 40:47 Chamath Palihapitiya I think the, the really, all the pressure right now, I think is on Meta, because I think Meta has to show up with the next iteration of Llama that beats and exceeds Gemini, that exceeds R-one. 5 times in the scene
- ▶ 41:38 Chamath Palihapitiya Deep Seek throws it out the window. 6 times in the scene
- ▶ 57:04 Chamath Palihapitiya So the first thing that people are claiming is that DeepSeq is getting access to a bunch of Nvidia GPUs using Singapore as a backdoor.
Ray Dalio: US Debt Spiral, How to Avoid Disaster | The All-In Interview
- ▶ 36:01 unnamed speaker Yeah, did you see the deep seek announcement this weekend?
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 1:19:09 Chamath Palihapitiya And I tried to say this in my tweet, I don't know, Nick, can you find this tweet where I was just talking about the deep seek model? 2 times in the scene
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:04:55 Gavin Baker You know, DeepSeek from China, it was really impressive, but it thinks it's GPT-IV.