DeepSeek, every mention
43 scenes, the whole family · ← back to DeepSeek
tap a year for its mentions
every year anyone Brad Gerstner 64Bill Gurley 36Dylan Patel 3Thomas Laffont 1
Verbatim, from the transcripts: the passages where DeepSeek comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 36:07 Brad Gerstner I find deep seek and open AI.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 49:31 Bill Gurley I think, I think Deep Seek has the most kind of intellectual brand because of how that arrived and, and, and almost the, the, the national pride that came along with it.
- ▶ 1:04:08 Brad Gerstner They're going to build models at DeepSeq.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 4:27 Brad Gerstner So I want to kick off today talking about recent developments with the base models and reasoning models coming out of China, because, you know, we had this freak out moment earlier in the year with DeepSeq that we all remember. 3 times in the scene
- ▶ 23:06 Bill Gurley Yeah, some, some of the researchers, like, have a religious belief in it, which was evident in the, in the interview with the DeepSeek founder.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 21:08 Thomas Laffont It has blips here and there, the deep seek moment and others, but the resiliency, to me, Bill, it does remind me a little bit of when Uber got started, right?
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:42 Brad Gerstner Another topic, Bill, you know, we've talked a lot about China, and one of the interesting parts of our dialogue from my perspective over the course of the last few months is just how well China is doing in robots, in autos, in batteries,…
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:07:21 Bill Gurley And it turns out, you know, Deep Seek, 2 times in the scene
- ▶ 1:11:24 Bill Gurley They don't have a foundational model, and, 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 just talking about.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:29 Bill Gurley They'll say borrowed or copied the innovation that happened at, at Google and Deep Seek.
- ▶ 36:00 Brad Gerstner I've heard, you know, increasing chatter that somehow we're going to try to ban DeepSeq models.
- ▶ 36:06 Brad Gerstner And, and somehow prevent US hyperscalers or cloud companies from integrating DeepSeq models into their stack. 2 times in the scene
- ▶ 41:29 Bill Gurley I, I, you know, I think you're, you, you, you mentioned deep seek. 3 times in the scene
- ▶ 47:15 Bill Gurley Let's not forget, it wasn't that long ago that OpenAI, they'll say borrowed or copied the innovation that happened at, at Google and DeepSeek.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 19:51 Brad Gerstner I've seen some people tweet that maybe that, you know, DeepSeq was forced into open source by, by Xi. 8 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 8:53 Brad Gerstner Now they're running inference at DeepSeq on the Ascend nine 10 produced by Huawei.
- ▶ 44:03 Brad Gerstner What about deep seek? 2 times in the scene
- ▶ 44:37 Brad Gerstner He said there was a profound and deep misunderstanding of DeepSeek R-One.
- ▶ 58:37 Bill Gurley And there's all these questions about deep seek and where they trained. 5 times in the scene
- ▶ 1:04:59 Brad Gerstner One, just thinking about, you know, we had the launch of Grok, um, you know, Big Bang, the launch of Deep Seek. 5 times in the scene
- ▶ 1:20:48 Bill Gurley And this is why I think open source thrives, why deep seek is working on the enterprise.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:31 Brad Gerstner But to think that they're not going to have BYD building great cars, or they're not going to have DeepSeq building great models, or they're not going to have rocket companies that copy us and can land themselves like that, that would be…
- ▶ 3:38 Brad Gerstner You know, deep seat kind of got up there a couple weeks before.
- ▶ 7:05 Bill Gurley And, and only deep seek and Grok
- ▶ 18:06 Brad Gerstner And I will say, I will say even, you know, we know he was rip about Deep Seek 2 times in the scene
- ▶ 18:13 Brad Gerstner Kind of blindsiding Lama in, in the release of R-one.
- ▶ 33:47 Brad Gerstner Um, you know, we, we've talked a lot over the last few weeks about DeepSea clearly coming out of left, left field, um, very efficiently building a frontier quality open source model. 2 times in the scene
- ▶ 45:14 Brad Gerstner And remind you, Deep Seek spent more than, you know,
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:58 Brad Gerstner And by the way, his five hour show pod recently with Dylan, those guys was great, but we're gonna try to keep this, you know, pretty tight and jam quickly on deep seek, on tariffs, on Doge, on, you know, maybe what the market reaction…
- ▶ 3:19 Brad Gerstner Um, speaking of, you know, we covered DeepSeq last week, Bill. 6 times in the scene
- ▶ 4:09 Brad Gerstner Based on a little space now reflecting on our one, you know, and, and we know that you and Benchmark have been like the staunchest proponents of open source over the course of the last few decades. 2 times in the scene
- ▶ 8:00 Brad Gerstner Um, you know, the founder of Deep Sea. 10 times in the scene
- ▶ 15:12 Bill Gurley Deep Seek did. 6 times in the scene
- ▶ 16:51 Bill Gurley 48 hours after R one was posted, they had 500 variants on Hugging Face. 4 times in the scene
- ▶ 26:26 Bill Gurley Well, I mean, to a certain extent, it, it validates what R-one did, right? 6 times in the scene
- ▶ 28:59 Brad Gerstner And my suspicion is you will see that this year, uh, you know, out of folks like, like open AI, but the discussion about deep seek clearly touched a national nerve, right? 2 times in the scene
- ▶ 1:07:48 Bill Gurley First of all, I think this whole economic thing kind of got blown out of proportion. 3 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:03 Brad Gerstner In that regard, you know, maybe just to talk for a second about, you know, these breakthroughs that are happening in China around DeepSeek. 2 times in the scene
- ▶ 49:44 Brad Gerstner We had bookmarked DeepSeek. 4 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:41 Brad Gerstner We had the DeepSeq model come out.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 46:26 Dylan Patel And OpenAI doesn't want to show you, but, you know, there's some open source Chinese models like Alibaba and DeepSeq.
- ▶ 54:12 Dylan Patel Because now I'm competing with four Oh Mini, I'm competing against Lama and I'm competing against Deep Seek. 2 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:48 Brad Gerstner Deep seek. 2 times in the scene