DeepSeek, every mention
38 scenes (2026), the whole family · ← back to DeepSeek
tap a year for its mentions
every year 2026 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.