DeepSeek

also referred to as: deep seek

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 25, 2025 by Jack Kokko · said 5 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Alex Sacerdote (2), Megan Reynolds (1), Jeremy Grantham (1), Jack Kokko (1)

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2026 1 mention in 1 episode
2025 4 mentions in 3 episodes 1 per episode

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Everything said about DeepSeek, oldest first

Sep 25, 2025 bullish
Prediction Not checkable as stated
Kokko: AI Will Autonomously Detect Market Shocks and Interview Experts
“When it doesn't find the information, it can recognize that autonomously and go and generate expert calls and have the AI do more expert calls, bring back the information, and now tell you that what does this new thing mean? When the next DeepSeek-like event h…”
Jack Kokko Sep 25, 2025 ▶ 39:07 Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
Dec 22, 2025 positive
Prediction Held up
Sacerdote: Inference-time reasoning will be adopted by all AI models
“And now deep seek is basically solidifying this inference time reasoning is going to be adopted by all the models.”
Alex Sacerdote Dec 22, 2025 ▶ 28:58 Top 5 of 2025: #4: Alex Sacerdote
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