DeepSeek, every mention
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every year anyone Alex Kantrowitz 209Ranjan Roy 23Grace Shao 21M.G. Siegler 17Dwarkesh Patel 4Reed Albergotti 3Dylan Patel 3Condoleezza Rice 3Amjad Masad 3Stephen Morris 2
Verbatim, from the transcripts: the passages where DeepSeek comes up
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 31:41 Paul Kedrosky Across them, which is hence the rise of Chinese models, why deep seek is doing so well, all of a sudden, and why, you know, Gwen is and others and why open code is emerging as a viable tool for many people, because there's this sense that…
How China Caught U.S. AI — With Grace Shao
- ▶ 1:12 Alex Kantrowitz We had this moment last year where Deep Seek was able to produce really great results on reasoning at a cheaper price, and the market flipped out.
- ▶ 2:33 Grace Shao And this is something we talked about as well a year ago when deep seek, you know, came out with a whole, uh, domestically educated and domestically, you know, um, trained talent pool. 2 times in the scene
- ▶ 5:52 Grace Shao I think both, you know, DeepSeek and Kimi, if not seen as kind of the top two labs right now coming out of China, both founders have openly talked a lot about management of people, uh, you know, removing distractions, really focused on the… 4 times in the scene
- ▶ 13:04 Alex Kantrowitz And I remember after Deep Seek came out, uh, I spoke with somebody, uh, who knows their stuff in AI, and they were basically like, 2 times in the scene
- ▶ 19:30 Grace Shao And I think, you know, I, I can't comment exactly how high the margins are because they're not disclosed, but you know, on the China side, deep seeks people have talked about how they are not revenue driven.
- ▶ 21:00 Alex Kantrowitz Um, have, well, are probably saying to themselves, um, well, Grace, these are nice explanations, good culture, and, you know, specialization, and I could buy that at a surface level, um, but we, we do have evidence that the labs like…
- ▶ 25:54 Alex Kantrowitz Because, you know, you mentioned, alright, so like Deep Seek, um, you know, hedge fund funded, um, not really interested in the profit. 3 times in the scene
- ▶ 40:06 Alex Kantrowitz And we, we saw this with, with Deep Seek and we're seeing it again here. 3 times in the scene
- ▶ 46:03 Grace Shao Deep Seed has faced something similar when demand is literally higher than supply. 2 times in the scene
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 1:49 Alex Kantrowitz With last year's DeepSeq moment, the catalyst was Moonshots, new Kimi K-III model, which the company said rivals the strongest offerings from OpenAI and Anthropik. 3 times in the scene
- ▶ 43:10 Alex Kantrowitz I mean, you know, the world's perspective on AI seems to, seemed to shift last, last year, January, or February, when Deep Seek came out, right?
Who Wins The AI Superapp Battle?, Apple’s Consumer AI Victory, World Cup Automation Mistake
- ▶ 47:44 M.G. Siegler If he can get more open source models, including deep seek, which if you remember, like at one point, Microsoft was going after them for potentially distilling their big investment in open AI, right?
Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- ▶ 1:56:23 Ranjan Roy I think the most interesting part of like US versus or US with China in terms of AI in the last few months, the conversation around moving towards deep seek and adding it into your agentic process or adding Chinese models did not exist in…
Are AI Glasses Over? + Big Technology AI Summit Audience Questions
- ▶ 29:36 Ranjan Roy I think the most interesting part of like US versus or US with China in terms of AI in the last few months, the conversation around moving towards deep seek and adding it into your agentic process or adding Chinese models did not exist in…
AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
- ▶ 19:20 Ara Kharazian Last month, DeepSeq was one of the fastest growing vendors on ramp.
- ▶ 30:59 Alex Kantrowitz When we come back, I want to talk a little bit more about what you're seeing with DeepSeek, because I think a lot of people expected that that DeepSeek moment, you know, sort of happened in February, January, February, 20, 25, and then… 2 times in the scene
- ▶ 31:30 Alex Kantrowitz Um, let's just talk a little bit about the DeepSeq, uh, growth that you're seeing. 10 times in the scene
SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War
- ▶ 41:34 Ranjan Roy They're gonna lose on cost at some point to a deep seek or others.
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 5:59 Alex Kantrowitz That's the big draw for flash is that you can, um, effectively deep seek your way through, uh, AI as you make it super efficient, and then you can do more Jevons paradox, et cetera, et cetera.
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 14:31 Alex Kantrowitz Those who might have been skeptical in the deep seek days, right, where this Jevons paradox thing, well, it's just going to do the same thing, and it'll be cheaper, so no one's going to spend more on AI.
AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
- ▶ 49:26 Alex Kantrowitz Um, I don't see DeepSea getting there anymore. 2 times in the scene
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 19:37 M.G. Siegler Because we just saw the new deep seek get launched out there, right? 3 times in the scene
- ▶ 46:17 M.G. Siegler Uh, some of these other models, deep seek and whatnot, if you want.
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- ▶ 32:36 Ranjan Roy I think, like, this is significant because I think the distillation conversation when it comes to Chinese models and deep seek has been a pretty loaded one, and if the fact that he's just admitting this openly and saying it confidently,…
- ▶ 44:48 Ranjan Roy The way they, the, the amount they've invested, if deep seek before and Quinn and others, and people are using open source and the actual cost goes down dramatically, um, then it could be pretty bad capital allocation.
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- ▶ 24:05 Alex Kantrowitz What happened when you tried to search for Tiananmen Square in DeepSeek? 2 times in the scene
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
- ▶ 39:08 Emil Michael Like, they, if you look at the distillation attacks that our adversaries are using, uh, uh, based on our models, how long do they take to show up in DeepSeq or any of these other things?
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- ▶ 26:35 Alex Kantrowitz Are you going to go and take your, is the government going to go grab your Mac mini out of your office where you've downloaded a version of deep seek and be like, all right, right to the pokey.
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 12:10 Alex Kantrowitz Like you're not going to like switch to deep seek or open AI on Friday afternoon. 2 times in the scene
Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
- ▶ 4:39 Alex Kantrowitz And now with things like DeepSea, Kimi K-II, we've seen people able to catch up on that front.
- ▶ 50:01 Alex Kantrowitz In twenty-twenty-six, that will change new approaches to training, like those developed by DeepSeq have shown that building the biggest, most expensive models isn't the only path to strong performance. 2 times in the scene
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 16:45 Stephen Morris There could be another deep seek moment where everyone gets slightly panicked about, you know, um, closed models and the rate of development.
Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
- ▶ 24:14 Alex Kantrowitz Remember DeepSeek and open source was supposed to surpass closed source.
- ▶ 24:46 Alex Kantrowitz Reading about Deep Seek, doing reporting on Deep Seek in January.
- ▶ 37:01 Arthur Mensch Sparse mixture of experts, uh, back at the beginning of 2024, and they built on top, and they released deep seek free, and deep seek was built on top of that.
- ▶ 37:01 Arthur Mensch Sparse mixture of experts, uh, back at the beginning of 2024, and they built on top, and they released deep seek free, and deep seek was built on top of that.
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 58:24 Brian Venturo Like we saw that with DeepSeek back in January.
Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
- ▶ 1:15 Sam Altman This happened to us in the past that happened earlier this year with deep seek. 2 times in the scene
Capital One's Prem Natarajan: Why We're Building Our AI From The Ground Up
- ▶ 28:44 Alex Kantrowitz And, uh, and one of the things that I've been thinking about is, you know, when this deep seek moment happened, which it was like, okay, open source had not exceeded the closed source models, but it seemed like it had caught up to the… 2 times in the scene
Groq and Cohere CFOs: Can Artificial Intelligence Be Profitable?
- ▶ 6:00 Alex Kantrowitz I can't believe it's been this year, uh, that deep sea came out and seemed to drive the cost of reasoning models down, uh, by something like a 40th of what open AI was, uh, was offering.
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 6:31 Ranjan Roy Their entire, across the entire industry right now, like that, is this a deep seek moment the way Google actually built Gemini three?
Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg
- ▶ 34:17 Sir Nick Clegg And that I see Chesky the other day saying that Airbnb rely very heavily on deep seek for their own work and so on.
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 8:07 Ranjan Roy I saw some paper around, I think it was called like a tiny recursive model can actually achieve very simple, similar results as deep seek.
- ▶ 15:58 Ranjan Roy And, and obviously, I think that's why Deep Seek was such a moment, because it was like, okay, completely separate teams and people actually are
Is Generative AI a Cybersecurity Disaster Waiting to Happen? — With Yinon Costica
- ▶ 38:52 Alex Kantrowitz And also you had a very interesting report on deep seek when it came out.
- ▶ 39:07 Alex Kantrowitz Um, let's talk about, uh, DeepSeek right away, because there was an interesting release that Wiz put out when DeepSeek was, um, sort of all the rage, and it got a lot of headlines. 16 times in the scene
Vibe Coding: Everything You Need To Know — With Amjad Masad
- ▶ 39:06 Amjad Masad I mean, Deep Seek showed that the models are getting more efficient, and if, you know, Deep Seek open source was able to make it, you better believe that the labs are also getting more efficient. 2 times in the scene
- ▶ 39:40 Alex Kantrowitz And of course, this deep seek moment was a big moment where we found out that this seeming, uh, small hedge fund in China with some GPUs was able to engineer 5 times in the scene
- ▶ 55:03 Amjad Masad And I think that really matters, you know, between O-one preview and, and Deep Seek was like two or three months, um, between, I mean, the biggest one was, was this Kimmy K-II one that we just talked about that, that was like maybe nine…
Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
- ▶ 39:19 Dario Amodei Like if we talk about Deep Seek, I don't think it mattered that Deep Seek is open source.
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 26:32 Stephen Morris We remember the other thing that happened that week in January when I was in Davos was DeepSeek's release, which was built on the top of other open source products, and they basically said you can be
Are AI's Economics Unsustainable? — With Ed Zitron
- ▶ 53:26 Alex Kantrowitz I mean, the, the, the folks who built DeepSeq, it seems like that was a big part of the way that they were able to make it cheaper. 2 times in the scene
- ▶ 53:50 Ed Zitron Perplexity releasing, like, a 1776 version of R-One without the Tiananmen Square thing.
Grok's AI Lovebot, Aqui-Hire-Sition Backlash, OpenAI's ChatGPT Agent Debuts
- ▶ 44:11 Alex Kantrowitz Uh, moonshot, this Chinese lab claimed the model outperforms mainstream open source models in some areas, including deep seeks V three and rival capabilities of leading us models, such as those from anthropic and certain functions as… 3 times in the scene
- ▶ 50:34 unnamed speaker I don't think this is as exciting as DeepSeq for me.
Condoleezza Rice: U.S. Tech at Risk Amid University Cuts, China Threat
- ▶ 0:37 Alex Kantrowitz You can make an argument that they're leading in humanoid robots, and they just came for our AI industry with DeepSeq.
- ▶ 3:50 Condoleezza Rice Well, our labs are closed for commercial purposes, but I think when you look at the amount of work that is done at the frontiers of these technologies in universities, ah, we, we publish just about everything openly, and as you know, many… 3 times in the scene
Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
- ▶ 23:01 Dwarkesh Patel I mean, deep seek, we know it's trained on five million dollars supposedly, and it's better than GPT four, right?
- ▶ 1:04:36 Dwarkesh Patel Um, I don't know what the mood is now that deep seek has made such a big splash, uh, whether that's changed people's minds. 2 times in the scene
Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
- ▶ 31:05 Alex Kantrowitz Uh, they were surpassed by Deep Seek, and then Lama four was not up to expectations.
- ▶ 39:59 Alex Kantrowitz Did DeepSeqs signal a top for services like this?
Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- ▶ 21:30 Ranjan Roy Could change, and it appears to be changing, but as of today, May 30th, twenty-twenty-five, everyone's playing the same game, and it's a compute game, so that's definitely not changing, and deep seek, but that, this is a six to 12 to 24… 7 times in the scene
- ▶ 23:32 Alex Kantrowitz There's a new upgrade to DeepSeq's R-one model that the company says, uh, reasons better and hallucinates less.
- ▶ 25:30 Alex Kantrowitz And let me ask you this as deep seek, um, continues to rise. 2 times in the scene
- ▶ 32:50 Alex Kantrowitz And after Deep Seek, we haven't seen anything like that or less, we've seen less of that.
Google DeepMind CTO: Advancing AI Frontier, New Reasoning Methods, Video Generation’s Potential
- ▶ 26:48 Alex Kantrowitz We saw a deep seek, uh, push the, the, um, state of the art forward.
Is ChatGPT The Last Website?, Grok’s System Prompt, Meta’s llama Fiasco
- ▶ 27:20 Alex Kantrowitz And let's say, you know, this shows that this could definitely show up in a deep seek or a model that comes from a different country or a place with a different, different values than you, as opposed to one at home.
Are We at the End of Ai Progress? — With Gary Marcus
- ▶ 29:53 Gary Marcus So DeepSeek came out and OpenAI dropped its prices quite a bit. 2 times in the scene
- ▶ 38:39 Alex Kantrowitz We talked about the fact that, like, AI can now walk virologists through, uh, how to create or enhance the function of viruses, and we're starting to see some of these AI programs, like you mentioned, Deep Seek, be available to everybody,…
Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
- ▶ 26:44 Alex Kantrowitz So I think one of the things that people focused on with deep seek was that it was just able to be much more efficient in the way that it generates answers. 6 times in the scene
- ▶ 29:14 Dylan Patel And likewise, when we look at, uh, from GPT-IV to DeepSeq VIII, uh, it's fallen roughly 600 X in cost. 2 times in the scene
- ▶ 33:46 Dylan Patel Like, Deep Seek is, like, much cheaper, it's much more efficient, um, but it's roughly the same capabilities as GPT-IV.
Why China's AI Strategy Just Might Work — With Grace Shao
- ▶ 0:00 Alex Kantrowitz Was DeepSeq an outlier or a sign that China's AI industry is a force to be reckoned with and a potential global leader in artificial intelligence? 2 times in the scene
- ▶ 0:57 Alex Kantrowitz Alright, let's start off with this question that we've been wondering about here, which is whether Deep Seek was an outlier, whether it was just a smart group of people who came up with a real AI innovation, or the tip of the spear,… 6 times in the scene
- ▶ 8:23 Grace Shao So now for China on top of all of that, and then Deepsea completely broke the moat where like said and told everyone like, look, you don't actually need to pay for LLMs.
- ▶ 12:54 Grace Shao In fact, they're the only and first one that have actually integrated Deep Seek into their products, um, into their WeChat, which, which obviously, um, all of you know about. 5 times in the scene
- ▶ 15:53 Alex Kantrowitz So I, I wanna, I don't wanna let my original question go without going a little bit deeper into it, asking whether DeepSeq was an outlier, whether there's more, uh, that China is doing. 8 times in the scene
- ▶ 24:54 Grace Shao We have Kimmy, we have Doubao, we have like, you know, we have, uh, like obviously DeepSeep directly, et cetera. 6 times in the scene
- ▶ 26:29 Alex Kantrowitz Huawei used the R-one model to upgrade its Siri-like assistant.
- ▶ 36:53 Alex Kantrowitz You know, it is, it does seem to me, and I think this is important to talk about, that there has been a, after DeepSeek, like, you know, people saw DeepSeek, and then we started talking about a U.S. context. 4 times in the scene
- ▶ 51:14 Alex Kantrowitz Um, outside of Deep Seek. 3 times in the scene
- ▶ 57:03 Alex Kantrowitz Some people say, is this the next deep seek? 7 times in the scene
Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- ▶ 8:22 Thomas Kurian Uh, Lama, Mistral, Deep Seek, uh, a variety of them.
- ▶ 26:26 Alex Kantrowitz You mentioned deep seek. 2 times in the scene
OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- ▶ 17:09 Ranjan Roy We saw it with the deep seek effect itself that it should be getting more efficient and cheaper.
- ▶ 20:05 Alex Kantrowitz SimilarWeb also says Anthropix Claude reached 3.3 million average daily visits in March, and DeepSeek had 16.5, uh, in this million visits in the same month.
- ▶ 32:25 Ranjan Roy And obviously DeepSeek created the entire conversation around the need to, or the potential around open weight models.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 11:56 Alex Kantrowitz I think they do feel pressure from places like deep seek from other open source AI companies.
- ▶ 13:18 Brian McCullough Their, their thunder had been stolen by Deep Seek, by others, especially in the AI and, and tech communities. 2 times in the scene
- ▶ 24:21 Alex Kantrowitz I mean, you know, we saw that, you know, the mod, the models had become more efficient, and then, you know, we had this deep seek moment.
- ▶ 51:30 Alex Kantrowitz I mean, deep seek, and we're going to have a China episode coming up as well, going into all the different, um, and, and don't sleep on the Middle East because you're, you're right.
AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
- ▶ 29:59 Alex Kantrowitz Um, or even, let's say you just take an open source model, like Deep Seek, download it, and then run it without safeguards. 2 times in the scene
- ▶ 36:56 Alex Kantrowitz Maybe not DeepSeq. 2 times in the scene
- ▶ 46:33 Alex Kantrowitz Then, of course, we see the release of Deep Seek and some other AI applications from China, and everyone's trying to build the better AI so that they have the soft power, like we spoke about, uh, to effectively, you know, a control, like,…
- ▶ 1:11:46 Alex Kantrowitz I mean, we just saw Deep Seek, uh, not to, you know, go back to it all the time, but it effectively equaled the cutting edge at,
Why Can't AI Make Its Own Discoveries? — With Yann LeCun
- ▶ 10:19 Alex Kantrowitz And, um, when DeepSeek came out, one of the big screenshots that was going around was someone asking DeepSeek for a novel insight on the human condition. 2 times in the scene
- ▶ 54:34 Alex Kantrowitz Okay, Jan, I have to get you out of here where we are over time, but can you give me, like, 60 seconds, your reaction, uh, to DeepSeek and sort of has open source overtaken the proprietary models at this point? 3 times in the scene
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 49:12 Reed Albergotti I tried, I tried Deep Seek. 3 times in the scene
Roblox CEO: We Want AI To Generate Full Games
- ▶ 20:21 David Baszucki We, we have also gotten very good at running relatively complex models efficiently, and, and I, uh, you know, deep seeks in the news that, that's kind of, you know,
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