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 10 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
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.”
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.”
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”
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.”
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.”
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.”
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…”
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.”