DeepSeek
also referred to as: deep seek
includes DeepSeek R1
16 statements across 6 episodes · 10 bullish · 4 bearish · 2 people on the record · first statement Jan 23, 2025 by Bill Gurley · said 104 times in 15 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Brad Gerstner (64), Bill Gurley (36), Dylan Patel (3), Thomas Laffont (1)
tap a year for its mentions
2025 99 mentions in 13 episodes 8 per episode
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 5 more episodes that year, every mention in 2025 →
Everything said about DeepSeek, oldest first
Jan 23, 2025 negative
Feb 5, 2025 positive
Feb 5, 2025 positive
Feb 5, 2025 neutral
Gerstner: DeepSeek is diverting most of its compute cluster to inference
“They are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff with these guys because of their massive success. So they have a limited cluster to begin with, and they…”
Feb 5, 2025 bearish
Gerstner: Export controls will prevent DeepSeek from keeping pace with OpenAI
“So, said another way, this was the moment in time where their compute comparison to OpenAI was the closest it's ever going to be for a few reasons. Number one, with the export controls, they acknowledge They, they're going to have a very hard time keeping up w…”
Feb 5, 2025 neutral
Feb 5, 2025 positive
Gurley: DeepSeek innovated by separating parameters to run more experts
“Deep Seek had put more experts simultaneously against a problem. They were able to do that because they figured out a way to
separate the parameters and work on things with smaller parameter counts faster, which no one else had done before. And so you end up…”
Feb 5, 2025 positive
Gerstner: DeepSeek's training run was up to 50% more efficient than o1
“Now, of course, they talked about the six million dollar final training run, and this, it's important to understand, this is also correct. Right? And as I said on CNBC, this compares to about 10 or fifteen million for O-one out of OpenAI. So apples to apples, …”
Feb 5, 2025 bullish
Mar 2, 2025 positive
Mar 2, 2025 bullish
Mar 21, 2025 bearish
Gerstner: China No Longer Depends on Nvidia for AI Inference
“BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference. Now they're running inference at DeepSeq on the Ascend nine …”
Mar 21, 2025 negative
Gurley: OpenAI's Anti-DeepSeek Paper Signals Uncompetitive Rent-Seeking Behavior
“I think your friends at open AI added to that last week by putting out an anti deep seek paper that I thought was quite sad. Like if a company like GM or Ford were to put out a paper like that about BYD, we would look at them and go, oh, you just want the gove…”
Apr 24, 2025 positive
May 22, 2025 positive
Gurley: Manus AI Operates Only on US Models, Not DeepSeek
“So, first of all, they've only operated on U.S. Models. They're a wrapper company. They don't have a foundational model, and they've only operated on top of U.S. Models, so they've actually never operated on top of DeepSeek or any of the other models we were j…”