DeepSeek, every mention
11 scenes (2026), the whole family · ← back to DeepSeek
every year 2026 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?