DeepSeek

also referred to as: deep seek

includes DeepSeek R1, DeepSeek V3

10 statements across 5 episodes · 3 bullish · 3 bearish · 6 people on the record · first statement Feb 7, 2025 by Elad Gil · said 45 times in 12 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Sriram Krishnan (11), Elad Gil (7), Tuhin Srivastava (5), Sarah Guo (5), Jacob Helberg (5), Dylan Patel (5), Thomas Dohmke (2), Jensen Huang (2)

tap a year for its mentions
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051020252026episodes it came up in
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2026 8 mentions in 2 episodes 4 per episode
2025 37 mentions in 10 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about DeepSeek, oldest first

Feb 7, 2025 neutral
Assertion Not checkable as stated
Gil: DeepSeek spent hundreds of millions on compute before final run
“My sense is everybody thinks that they were spending hundreds of millions of dollars on compute leading up to this. And so from that perspective, it wasn't really novel.”
Elad Gil Feb 7, 2025 ▶ 1:52 No Priors Ep. 100 | With Sarah and Elad
Feb 7, 2025 bullish
Opinion
Gil: 20% drop in NVIDIA stock after DeepSeek was unwarranted
“And I think that sort of 20% drop in Nvidia stock and everything else that happened as news of this model spread was a bit unwarranted.”
Elad Gil Feb 7, 2025 ▶ 2:00 No Priors Ep. 100 | With Sarah and Elad
Feb 7, 2025 neutral
Opinion
Guo: DeepSeek app surge driven by curiosity and hype, not capability
“And there's a competing view, which is just like, well, like this whole drama is quite interesting and people are trying it as much because like they want to see what the leading Chinese AI model is like, if it's as good as open AI and anthropic and such. I de…”
Sarah Guo Feb 7, 2025 ▶ 8:56 No Priors Ep. 100 | With Sarah and Elad
Jul 31, 2025 positive
Opinion
Krishnan: Chinese Models DeepSeek and Qwen Are the Best Open Source
“I think to even today, I would probably say the Chinese models, Deepsea, Quan are the best open source models”
Sriram Krishnan Jul 31, 2025 ▶ 6:04 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
Jul 31, 2025 negative
Assertion Not checkable as stated
Krishnan: Robotics Startups Are Heavily Using Distilled DeepSeek and Qwen Models
“When I was talking to a bunch of robotic startups, you're seeing a lot of distilled DeepSeq, a lot of distilled Quen out there.”
Sriram Krishnan Jul 31, 2025 ▶ 26:06 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
Jul 31, 2025 negative
Opinion
Krishnan: Global Usage of DeepSeek and Qwen Is Geopolitical Soft Power
“When somebody is using DeepSeq or Quinn, that's an expression of soft power.”
Sriram Krishnan Jul 31, 2025 ▶ 18:19 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
Jul 31, 2025 neutral
Assertion Contradicted
Krishnan: DeepSeek Preceded Anthropic and Google in Releasing Reasoning Models
“DeepSeq was the only reasoning model, which was not open AI. So I don't think Claude had come out of the reasoning model yet. I don't think Google had yet. It was the only non-open AI reasoning model.”
Sriram Krishnan Jul 31, 2025 ▶ 4:46 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
Aug 14, 2025 neutral
Assertion Supported
Patel: DeepSeek inference requires 160 GPUs and $10 million per replica
“Like the DeepSeq implementation of inference is like a 160 GPUs or something like that, like that's over ten million dollars of Hardware. And then that's just one replica.”
Dylan Patel Aug 14, 2025 ▶ 5:48 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 28, 2025 negative
Assertion Partly supported
Helberg: DeepSeek lied about compute capacity and distilled ChatGPT weights
“The main takeaways of how DeepSeq achieved the performance its performance was Incremental efficiency gains. They lied about their compute capacity because they have a billion dollar cluster, and they distilled ChatGPT's model weights.”
Jacob Helberg Aug 28, 2025 ▶ 23:52 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
Jan 8, 2026 positive
Opinion
Huang: DeepSeek paper was Silicon Valley's most important recent read
“This is, you know, let's face it, Deep Seek was probably the single most important paper that most Silicon Valley researchers read from in the last couple years.”
Jensen Huang Jan 8, 2026 ▶ 33:30 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
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