DeepSeek
also referred to as: deep seek
includes DeepSeek R1, DeepSeek V3, DeepSeek Chat, DeepSeek Flash, DeepSeek R One, DeepSeek V3.2
36 statements across 17 episodes · 17 bullish · 9 bearish · 8 people on the record · first statement Jan 7, 2025 by Jordi Hays · said 429 times in 81 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (186), Jordi Hays (40), Jordan Schneider (7), Will Brown (4), Tae Kim (4), Jordy (Geordie) (4), Dwarkesh Patel (4), Bill Bishop (3)
tap a year for its mentions
2026 73 mentions in 28 episodes 3 per episode
- AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
- Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- RSI Is Closer Than People Think, Per Tae Kim
- U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
- 20 more episodes that year, every mention in 2026 →
2025 356 mentions in 53 episodes 7 per episode
- DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- The Future of Artificial Intelligence
- What Open AI Got WRONG
- How Does GROK Compare? (Full Analysis)
- The BEST Super Bowl Commercial (Saquon Barkley)
- Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- Jordan Schneider (ChinaTalk) On the US-China Power Struggle
- 45 more episodes that year, every mention in 2025 →
Everything said about DeepSeek, oldest first
Jan 7, 2025 negative
Jan 25, 2025 neutral
Jan 25, 2025 negative
Hays: DeepSeek is China's Next Subsidized Tech Trojan Horse Like TikTok
“I'll go out on a limb to say this is China's next attempt at a DJI TikTok type. Product where, hey, let's basically sell this product in America for way less than it costs. Give it away for free. Try to get a bunch of important, you know, companies using it or…”
Jan 25, 2025 bullish
Coogan: DeepSeek Open Sourcing Leading-Edge Model Will Disrupt AI Competition
“Zuck has been running this playbook with Llama open sourcing the lagging edge AI model, and it's had a strong effect on the competition. And so deep seek open sourcing, the leading edge model is going to have a similar effect.”
Jan 25, 2025 positive
Jan 25, 2025 positive
Jan 25, 2025 neutral
Coogan: Self-Hosting DeepSeek Carries Far Less Security Risk Than TikTok
“I just, this is a different scenario because if you just download the Git repo for deep seek and you host it on Amazon or, you know, Google cloud or whatever, like there's no data feeding back. Like you're not helping them improve the model at all. Like that's…”
Jan 25, 2025 bearish
Hays: Any Important Chinese Tech Company Defaults to CCP Front
“The main thing from my point of view is China has repeatedly shown that they're willing to lie, they're willing to sell things for less than they cost to make in order to get an edge in the U.S. Market, and I do think this is, again, the default state of any i…”
Jan 28, 2025 bullish
Jan 28, 2025 bullish
Jan 28, 2025 positive
Jan 28, 2025 positive
Coogan: DeepSeek's top innovation is its real-time reasoning UI
“This is probably the most innovation that's happened with the deep seek thing is that UI paradigm of like showing you the reasoning as it works through the model and it just makes it way more engaging because you enter a query and then it immediately starts ta…”
Jan 28, 2025 bullish
Jan 28, 2025 bearish
Hays: Users Will Distrust Chinese AI Models With Personal and Financial Data
“You have to imagine that people will be less likely to trust the Chinese developer with the operator flow, which is inputting your card details and highly personal information, which is different than just querying a chat interface to write me an essay on this…”
Jan 28, 2025 bearish
Hays: Nvidia valuation is hard to justify as competitive moats crack
“So at the high level, Nvidia faces an unprecedented convergence of competitive threats that make its premium valuation increasingly difficult to justify at 20 x forward sales and 75% gross margins. The company's supposed moats and hardware software and efficie…”
Jan 28, 2025 positive
Jan 28, 2025 bearish
Hays: Mistral, Anthropic, and Cohere must match free models to survive
“The thing that's most fascinating to me is all these model companies, Mistral Anthropic, Cohere that really don't publicly have these capabilities. Where now anybody employed at those companies basically shouldn't sleep. For the next, however long it takes to …”
Jan 28, 2025 neutral
Feb 10, 2025 positive
Feb 10, 2025 bearish
Feb 19, 2025 positive
Mar 12, 2025 bearish
Lessin: OpenAI is trapped in the middle and will lose
“Candidly, even companies like open AI, or should we say nonprofits like open AI, the problem is they're kind of in the middle, you know, they can't compete. With the hyperscalers from just access to capital perspective. If this is a capital game, they're going…”
Mar 17, 2025 neutral
Mar 28, 2025 neutral
Mar 28, 2025 positive
Schneider: DeepSeek pushed efficiency earlier because it ran out of chips before US labs
“I think deep sea kind of came to that earlier. The sort of need to really push on kind of the efficiency frontier as opposed to the capability frontier, because they ran out of chips before the likes of OpenAI and Anthropic.”
Apr 26, 2025 positive
Apr 26, 2025 positive
Brown: DeepSeek's efficiency comes from stacking 10 to 15 compound gains
“I mean, to me, the surprising thing was not any individual one thing. It's that each of these is maybe like a 30%, 50% gain, but they have like 10, 15 of them that all stack. And so getting all of these to stack nicely is what's hard.”
Jul 1, 2025 bullish
Coogan: $2 Billion Is Enough to Train a Near-Frontier AI Model
“I think the fact of the matter is like two billion dollars is enough to do a GPT four level run to do a deep seek style run. And so you, if you take all the best practices from deep seek V three and R one, like the reasoning model, and you spend the money to g…”
Jul 5, 2025 positive
Coogan: OpenAI used FP8 weight storage two years before DeepSeek
“And when you talk to Dylan Patel, I was asking him about deep seek and how deep seek was doing all these innovations and like moving to floating .8, like smaller smaller, basically smaller numbers, storing the weights. And he was like, oh yeah, but open AI was…”
Aug 8, 2025 negative
Andreessen: Most Open-Weights AI Models, Including DeepSeek, Omit Training Data
“What most of the open source open weights models don't have, including, you know, deep seek specifically, What they don't have is they don't have open data, right? Or open corpus, right? So you can't actually see the training data that went, went into them.”
Aug 9, 2025 neutral
Andreessen: DeepSeek and most open-weights AI models do not share training data
“What most of the open source open weights models don't have, including, you know, deep seek specifically, What they don't have is they don't have open data, right? Or open corpus, right? So you can't actually see the training data that went, went into them.”
Aug 9, 2025 neutral
Hays: Reflection AI is in talks to raise $1B for open-source models
“It was reported yesterday by the misinformation that reflection, reflection the misinformation reported that reflection one-year-old startup we've had the CEO on before he's in talks to raise one billion to develop open source models to compete with deep sea m…”
Feb 10, 2026 neutral
Feb 24, 2026 neutral
Jul 30, 2026 bullish