DeepSeek, every mention

4 scenes (2025) · ← back to DeepSeek

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every year 2025 anyone Alex Sacerdote 2Megan Reynolds 1Jeremy Grantham 1Jack Kokko 1

Verbatim, from the transcripts: the passages where DeepSeek comes up

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Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 · 2 mentions

  • ▶ 23:20 Alex Sacerdote You have to have deep research to really understand, and then when you have that deep research, when something like DeepSeek comes along, it scares the rest of the investment community.
  • ▶ 28:58 Alex Sacerdote And now deep seek is basically solidifying this inference time reasoning is going to be adopted by all the models.

Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) Sep 25, 2025 · 1 mention

  • ▶ 39:24 Jack Kokko When the next DeepSeek-like event happens and nobody knows what it means, our system can figure that out, that this is a problem.

Meghan Reynolds – Art of Capital Formation (EP.438) Mar 31, 2025 · 1 mention

  • ▶ 41:09 Megan Reynolds For me, that is reaching out to people that I've met that are important that I want to build a relationship when something happens in the market like DeepSeek, and we have a view, and I share our view with them.
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