DeepSeek
6 statements across 5 episodes · 2 bullish · 2 bearish · 6 people on the record · first statement Feb 14, 2025 by Molly O'Shea · said 18 times in 9 episodes since 2025 · across every show →
Mentions by year
brought up most by Molly O'Shea (4), Rodrigo Liang (3), Packy McCormick (3), Bradley Tusk (3), Yaz El-Baba (1), Samir Vasavada (1), Jonathan Siddharth (1), Jaimin Rangwalla (1)
tap a year for its mentions
2026 5 mentions in 3 episodes 2 per episode
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 13 mentions in 6 episodes 2 per episode
- How Writing Led To Investing In Ramp, Scale AI, Replit, Varda | Packy McCormick, Not Boring · Sourcery with Molly O'Shea
- What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund · Sourcery with Molly O'Shea
- Inside The $2.2B AI Research Accelerator | Turing · Sourcery with Molly O'Shea
- How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea
- Nucleus Launches First Genetically Optimized Embryo · Sourcery with Molly O'Shea
- How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about DeepSeek, oldest first
Feb 14, 2025 bearish
O'Shea: AI models are a commodity product with zero customer loyalty
“They're using it, like, it's, like, it's commodity business, we all know that. Like, we've known that from the beginning, so I don't know why we go through these circular phases of, like, thinking it's gonna change the world, and it's, like, a power law thing,…”
Feb 14, 2025 neutral
McCormick: DeepSeek represents doing the same thing cheaper, not a qualitative leap
“My DeepSeek point is that, like, This, like, crack team that figured out all these algorithms, breakthroughs, and whatever, essentially just figured out how to do the same thing cheaper. Like, there hasn't been any leap that I've seen that I've been like, yeah…”
Oct 10, 2025
Siddharth: Reasoning models ended demand for simple AI data factories
“This industry had a huge shift after the reasoning models came out late last year, O-one being the first. The shift is, before the reasoning models, this industry needed simple data. Gobs and gobs of simple data. You needed a data factory. Or, ah, this industr…”
May 15, 2026 bullish
Rangwalla: AI Efficiency Breakthroughs Will Drive Adoption via Jevons Paradox
“If let's say that the deep seek moment that happened you know, last year, another moment like that happens where someone figures out a model that can do all the calculations with less power, less Semiconductors, less memory, all of that. If that happens, it is…”
Jul 10, 2026 negative
Banister: China will train AI on Western IP and sell output back
“And then what's really going to happen is China will sell our art back to us. So they're going to steal it all anyway, because they don't care. And they're just going to basically come back to us with these models, which we've seen with DeepSeek and everything…”
Jul 17, 2026 bullish
Liang: SambaNova serves 1.5T parameter models on one rack versus 10-20
“And so with sum it over, that minimum quantum is down to one rack. Right, where if you have other, other service providers, you just run, say, a DeepSeq model, which is now one and a half trillion parameters, just to run that, the minimum for some of the other…”