DeepSeek
3 statements across 1 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jan 31, 2025 by Tomasz Tunguz · said 19 times in 3 episodes since 2025 · across every show →
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brought up most by Jason Lemkin (17), Tooey Courtemanche (2)
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2025 19 mentions in 3 episodes 6 per episode
- The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
- Going Long: How Procore’s Founder Tooey Courtemanche Built a Billon-Dollar SaaS Empire Over 23 Years
- Why I’m Scared to Buy New SaaS Apps Now with SaaStr CEO and Founder Jason Lemkin
- every mention in 2025, scene by scene →
Everything said about DeepSeek, oldest first
Jan 31, 2025 positive
Tunguz: AI app gross margins will expand as inference costs drop 95%
“And when we were looking like a typical software companies, probably at 75% gross margin. Yeah. AI software application companies are like a zero to 30%, and now their single biggest cost has been reduced by 95% overnight, and they didn't have to do a thing.”
Jan 31, 2025 bullish
Tunguz: 95% cheaper AI models will drive 10x-100x usage increases
“If DeepSeq like models with great reasoning, and 95% cheaper. Not for companies will just like 10 X or a hundred X the use and probably keep the margins the same to get to a much better user experience. As a way of differentiation, right?”