The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Mensch: DeepSeek built on Mistral's open-source MoE architecture
“Like we released the first
Sparse mixture of experts 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. Well, it was, it's the same architecture, and we released, like, everything tha…”
DeepSeek used model distillation to match OpenAI's o1 at lower cost
“And, you know, they've just used the process of distillation to, you know, effectively bring those bigger versions of the sort of state-of-the-art models and distill them down into you know, smaller models, which eventually led to this R-one, you know, the equ…”
Wang: China's DeepSeek produced the first replication of OpenAI's o1 model
“OpenAI released O-one and released the O-one preview a number of months ago... Yeah, this is OpenAI's advanced reasoning model, which is great at sort of scientific reasoning and mathematical reasoning and reasoning and code, et cetera. And the very first repl…”
Shao: Huawei and DeepSeek Are Collaborating Closely on Hardware Optimization
“Huawei is working very closely with deep seek on how to optimize hardware and software and try to figure out this.”
Shao: DeepSeek Lacks Capital Constraints and Pressure to Commercialize
“The fact that they don't actually have that much pressure to commercialize because they have enough money, he says, like, look, we have enough capital, we are not capital constraint compared to maybe other, other labs, and we are really, really focused on just…”
DeepSeek Is One Of Ramp's Fastest Growing Vendors Despite Low Share
“Last month, DeepSeq was one of the fastest growing vendors on ramp. And yet, it's still a very small share of AI spend that is actually going through those rails.”
Patel: GPT-4-Level Training Costs Have Dropped 10x to 100x
“If you look at what it costs to train GBT for originally, I think it was like 20,008, 100 over the course of a hundred days. So I think it costs on the order of like half a million to a hundred million dollars, somewhere in that range. And I think you could tr…”
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…”
Kantrowitz: DeepSeek overnight captured one-third of ChatGPT's daily traffic
“You see last week, so January, 28th, chat GPT at 139.3 web and mobile visits. Deep seek at 49 million. So it cut About, like, further than any other company has been able to cut into the lead of OpenAI, and it had about a third of the traffic that ChatGPT took…”
Shao: DeepSeek and Moonshot Founders Focus on AGI Over Consumer Apps
“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 you know, removing distractions, really focused on the pursuit of AGI, not kind …”
Kantrowitz: DeepSeek blocked Tiananmen Square queries until user modifications removed censorship
“What happened when you tried to search for Tiananmen Square in DeepSeek? It was blocked. Now people were able to modify deep seek and, you know, strip that out, but it was only after modification.”
Costica: Almost 10% of organizations adopted DeepSeek within one week
“Within a week, almost 10% of organizations were using DeepSeq.”
Shao: US LLMs decisively led China until DeepSeek breakthrough
“In terms of frontier models, the U S companies, like you mentioned, the open eyes and the tropics of the world have definitely led China's LLM development by far for a long time until deep sea made a breakthrough.”
Kantrowitz: Nearly 100 Chinese hospitals announce plans to adopt DeepSeek
“Nearly, nearly 100 hospitals around China have announced they will adopt DeepSeq in their operations.”
Kantrowitz: 20 Chinese automakers announce plans to integrate DeepSeek models
“20 Chinese automobile brands have announced plans to embed deep seek models.”
Shao: Tencent was first to integrate DeepSeek into WeChat
“What's interesting is I do want to point out is Tencent actually has not really been leading in their LLM development at all. In fact, they're the only and first one that have actually integrated Deep Seek into their products into their WeChat, which obviously…”
Kantrowitz: China's top 5 smartphone makers adopt DeepSeek in updates
“China's top five smartphone sellers, I think you mentioned this, have all adopted DeepSeek in their system updates.”
Shao: DeepSeek CEO Liang Wenfeng and his team were educated in China
“Liang Wenfeng, the CEO of DeepSeek and his whole team, they're actually educated in China.”
Kantrowitz: SimilarWeb Data Shows Gemini at 10.9M and DeepSeek at 16.5M Daily Visits
“Google's Gemini web traffic grew to 10.9 million average daily visits worldwide in March. That's up seven, four, 7.4% month over month, while daily visits to Copilot, that's Microsoft's bot, Increased to 2.4 million, up 2.1% from February. SimilarWeb also says…”