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DeepSeek-V3

part of DeepSeek

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 23, 2025 by Dylan Patel · said 6 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (3), Dylan Patel (2), Arthur Mensch (1)

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2026 1 mention in 1 episode
2025 5 mentions in 2 episodes 3 per episode

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Everything said about DeepSeek-V3, oldest first

Apr 23, 2025 positive
Prediction Held up
Patel: Meta's next Llama model will match DeepSeek-V3's cost efficiency
“And Meta's Meta is going to release their new llama soon enough. Right. And that one is going to be, you know, a similar level of cost decrease probably similar areas, deep seek V three.”
Dylan Patel Apr 23, 2025 ▶ 30:27 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Apr 23, 2025 neutral
Assertion Supported
Patel: Model inference costs dropped 60x from GPT-4 to DeepSeek-V3
“And likewise, when we look at from GPT-IV to DeepSeq VIII it's fallen roughly 600 X in cost. Right. So we're not quite at that 1200 X, but it has fallen 600 X in cost from 60 dollars to less than you know, to about a dollar. Right. Or to less than a dollar. So…”
Dylan Patel Apr 23, 2025 ▶ 29:14 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Jul 21, 2025 bullish
Assertion Supported
Kantrowitz: Kimi K2 Scores 65.8 on SWE-Bench, Trailing Claude 4 Opus
“Claude IV Opus gets a 72.5 on that. Kimi K-II gets 65.8, so not far behind. And just to, you know, give some context, Deep Seek V-III, which everybody was going crazy over, gets a 38.”
Alex Kantrowitz Jul 21, 2025 ▶ 45:32 Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts
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