DeepSeek, every mention
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every year anyone John Coogan 186Jordi Hays 40Jordan Schneider 7Will Brown 4Tae Kim 4Jordy (Geordie) 4Dwarkesh Patel 4Bill Bishop 3Sholto Douglas 2Marc Andreessen 2
Verbatim, from the transcripts: the passages where DeepSeek comes up
Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- ▶ 28:53 John Coogan Anthropic has accused DeepSeek, Moonshot, Minimax, ZAI, Alibaba, all of distilling Claude, but they haven't, they haven't accused Mike Pence.
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
- ▶ 16:00 John Coogan You know, there was, like, the deep seek investor meeting four hours that was, like, leaked.
- ▶ 27:26 John Coogan And that's what we've seen throughout the whole deep seek saga when the lab revenues grew a ton, even though open source was big.
RSI Is Closer Than People Think, Per Tae Kim
- ▶ 10:27 unnamed speaker The overall idea of like, we're, we're, it feels like we're sort of replaying the deep seek moment. 3 times in the scene
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- ▶ 9:23 unnamed speaker Leong, when Fung at DeepSeek had an investor call, I, I don't have context on how this, uh, actually came up because they're, they're a hedge fund, and they have DeepSeek, still a private. 9 times in the scene
U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
- ▶ 10:21 John Coogan Didn't perplexity do like a 17, 76 deep seek very quickly. 3 times in the scene
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- ▶ 10:21 John Coogan My takeaway was, and Tyler, I'd be interested to hear how you process this, but, ah, like I, I just don't see this as a black pill, even if it's like a deep seek moment, and the markets sort of bounce around for a little bit, it seems like…
- ▶ 13:25 John Coogan Semi-analysis said, similar to the panic over DeepSeq R-one, some uneducated people think Kimmy K-III's use of linear attention, KDA,
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- ▶ 4:56 John Coogan Kimi distills, GLM distills, Quen distills, Nemo Tron distills, Kimi and Deep Seek, which counts. 3 times in the scene
China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN
- ▶ 0:19 unnamed speaker That's Alibaba, ByteDance, Z.ai, uh, DeepSeek, HighFlyer, not mentioned yet, but you have to imagine that they'll be 2 times in the scene
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
Snap SPECS, Taste Labs Timeline Turmoil, AI Execs at G7 | Diet TBPN
- ▶ 22:34 unnamed speaker Uh, and then also, uh, US has held off on blacklisting China's deep seek more than a hundred firms and more than a hundred firms that are deemed security risks.
Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
- ▶ 32:16 John Coogan Maybe we have another deep seek moment in the next couple months.
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- ▶ 24:19 Gavin Baker Somebody told me it only took a 160,000 reasoning traces from O-one and O-three to get the original DeepSeek.
IPO Giga Boom, World’s Fairs of the Past | Diet TBPN
- ▶ 32:13 unnamed speaker Also, CATL, C-A-T-L, the Chinese EV battery giant, is investing in DeepSeq.
Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- ▶ 20:56 unnamed speaker Tech companies have gotten really big and it feels like the, the CCP is applying pressure to the CEOs and high flyer is, uh, the, the company behind deep seek is in a very unique position where the founder has an immense amount of control. 2 times in the scene
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN
- ▶ 30:32 John Coogan Very remarkable watching, like, Deep Seek not accelerate in the same way that I think a lot of people expected. 2 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
- ▶ 6:00 unnamed speaker Uh, that was the nerfed H-Two-Hundred, uh, that was not supposed to be able to train as advanced of models, but, uh, it, it was reported that the High Flyer team behind Deep Seek sort of figured out how to use those chips effectively, so…
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 0:58 Jordi Hays April was DeepSeek? 6 times in the scene
Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
- ▶ 0:57 unnamed speaker April was DeepSeek? 8 times in the scene
How We Built a $159B Company as Brothers
- ▶ 1:33 unnamed speaker And there's been, um, to say the, to say the least, uh, there's been, uh, some degree of volatility in markets, uh, over the last two years and, you know, all sorts of different events and deep seek moments and what have you.
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
- ▶ 20:52 Jordi Hays Deep seek is responding to distill gates and they are looking 3 times in the scene
Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
- ▶ 30:51 unnamed speaker Anthropic posted earlier, we've identified industrial scale distillation attacks on our models by DeepSeek, Moonshot, and Minimax.
The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
- ▶ 5:59 Tyler Cosgrove And see your Quan, DeepSeek, Kimi.
The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
- ▶ 22:22 Packy McCormick So if you go back to, like, 2023, a lot of people were saying, like, the models will commoditize, and there will be no value there, like, no profits, because, like, the, the, the deep seek moment, and it'll all be run on commodity hardware.
FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- ▶ 2:48 unnamed speaker Just the ban, and like, how fast it's rolled out, if there's any loopholes, because you always hear the headlines, like, uh, you know, NVIDIA, the chips banned, like, zero NVIDIA chips are going to China, and then it's like, oh, well,…
- ▶ 27:05 Bill Bishop So we should see in the next week or so, if you remember, you guys, it's been a year since the quote-unquote DeepSeek moment, right? 3 times in the scene
Meta Acquires Manus, Nvidia's $20B Groq deal, Doordash's Reddit Firestorm l Diet TBPN
- ▶ 7:16 unnamed speaker Mark Warner repeated with Huawei's five G Mark Andreessen called it with deep seek.
OpenAI Sets Sights on $750 BILLION Valuation
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 22:40 John Coogan This is the new main catch of DeepSeq 3.2.
Nvidia’s China Shift, Meta AI Drama, Paramount's Pitch | Diet TBPN
- ▶ 4:14 John Coogan The deep seek teams figuring out how to get some blackwell apparently.
Ilya Sutskever on Dwarkesh Patel Reaction, NVIDIA vs Google, Trump Unveils Genesis | Diet TBPN
- ▶ 12:37 unnamed speaker The TPUs equal bad for Nvidia Take is up there with the dumbest, maybe worse than DeepSeek, as it completely misses what actually happened in the last six weeks.
Thursday's Diet TBPN
- ▶ 12:35 unnamed speaker In a month-over-month change in total visits to leading Gen AI tools, ChatGPT is at the bottom of a list that includes Gemini, DeepSeek, Perplexity, Grok, Claude, Copilot, and Meta AI.
Microsoft CEO Satya Nadella Live on TBPN
- ▶ 27:25 unnamed speaker Well-timed Jevons Paradox post, by the way, back during the, the Deep Seek moment.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 43:34 Jordi Hays Deep Seek.
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 1:01 John Coogan First, in January of 25, DeepSeek reached number one overall in the App Store, similar to how Ramp is our number one sponsor on this show.
- ▶ 9:21 Jordi Hays Musk's Apple antitrust claim is undermined by apps like DeepSeek and perplexity, reaching number one in 2025.
BREAKING: Sam Altman VS Elon Musk
- ▶ 1:00 John Coogan First, in January of 25, DeepSeek reached number one overall in the App Store, similar to how Ramp is our number one sponsor on this show.
- ▶ 9:20 unnamed speaker Musk's Apple antitrust claim is undermined by apps like DeepSeek and perplexity, reaching number one in 2025.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 5:37 John Coogan And I also want to be, be able to use deep seek and I want to be able to call all these APIs within my, within my product.
- ▶ 1:01:36 Jordi Hays Uh, it was reported yesterday by the misinformation that, uh, reflection, reflection, uh, the misinformation reported that reflection, uh, one-year-old startup, uh, we've had, uh, the CEO on before he's in talks to raise one billion to… 2 times in the scene
- ▶ 1:02:53 unnamed speaker The model's way better than Deep Sea Guard one.
- ▶ 1:25:01 Marc Andreessen What they don't have is they don't have open data, right?
Marc Andreessen on Why Apple Might Miss the Next Platform Shift
- ▶ 19:18 Marc Andreessen And then what you don't, what you don't have, what, what most, what most of the open source, uh, open weights models don't have, including, you know, deep seek specifically,
Microsoft’s Cloud Outpaces Its AI Growth
- ▶ 5:32 unnamed speaker And I also want to be, be able to use deep seek.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 17:20 Jordi Hays Remember they, after, what did they release after the deep seek moment?
OpenAI Just Cracked the World’s Toughest Math Challenge — Here's How
- ▶ 15:44 unnamed speaker Remember they, after what did they release after the deep seek moment?
Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- ▶ 2:00:03 John Coogan I won't attribute to him because I might botch it, but it was basically that, uh, China banned high frequency trading and the dividend of that was deep seek and all this brilliant AI research.
DWARKESH PATEL on the Biggest Problem of AI
- ▶ 17:54 Dwarkesh Patel Uh, and, you know, who knows what the labs are doing, but we do have open source research from companies like Deep Seek, which does seem to be at the frontier or close to the frontier.
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 2:20:05 John Coogan Oh, deep seek.
- ▶ 2:34:18 John Coogan And when you talk to Dylan Patel, I was asking him about deep seek and how deep seek was, was, was doing all these innovations and like moving to floating .8, like smaller, uh, smaller, basically smaller numbers, storing the weights. 4 times in the scene
- ▶ 3:00:46 Will Depue Of course, from the like research open source world, there was a deep seek as like the RL craze taking off, but like, I mean, I'm, I work on RL, so I like obsess over it and like think about it a lot, but I do think we're really starting…
Apple Considers New AI partnership
- ▶ 7:02 John Coogan But I mean, I, I think the, I think the fact of the matter is like, uh, two billion dollars is enough to do a GPT four level run to do a deep seek style run.
- ▶ 7:11 John Coogan 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 go do the training and you pull all the data together and, and maybe you're not completely stealing the…
- ▶ 7:11 John Coogan 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 go do the training and you pull all the data together and, and maybe you're not completely stealing the…
Meta Poaches OpenAI Engineers
- ▶ 34:14 unnamed speaker And, and when you talk to Dylan Patel, I was asking him about Deep Seek, and how Deep Seek was, was, was doing all these innovations, and like moving to floating .8, like smaller, uh, smaller, basically smaller numbers storing the weights. 3 times in the scene
Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
- ▶ 36:20 Yacine Mtibaa Like even if both of them are down, like I can hit deep seek over open router, right?
Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
- ▶ 1:31:05 Sholto Douglas Um, I think you have like deep seek V three and this kind of stuff like R one, um, which means that with that's like at least two rooms just to get to the scale of GPT four and GPT four was two years ago.
- ▶ 1:31:05 Sholto Douglas Um, I think you have like deep seek V three and this kind of stuff like R one, um, which means that with that's like at least two rooms just to get to the scale of GPT four and GPT four was two years ago.
We Went to DC to Interview Tech's Power Players
- ▶ 8:05 unnamed speaker I think there's incredible kind of capex and development, like the open source, deep seek and all that stuff will be great.
Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
- ▶ 7:36 unnamed speaker And you have Deep Seek, which is basically an American model, or Manus, which is clawed, like, vended into China.
Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- ▶ 5:33 Will Brown Um, I don't know, like, one I think is, like, people should do some math and math about, like, how long until big GPUs are readily available, and it's, it's gonna, gonna be a while before people can really run, like, even DeepSeek R-One…
- ▶ 15:21 John Coogan What, uh, now that we're like a couple of months out from the deep seek moment, uh, what is your takeaway? 3 times in the scene
- ▶ 15:42 Will Brown Like, I think a lot of their open source releases have really, like, like, since R-one, they've released a lot of code and details on their inference stack and training stack.
- ▶ 16:20 Will Brown Like, that's, whereas, like, the Deep Seek chat is literally free anywhere.
- ▶ 18:25 Will Brown Deep Seek did early, and then OpenAI has been doing lately, where they're really kind of betting, like, OpenAI seems to be essentially betting on scaling up RL as the path, um, and that it's not just longer reasoning, but it's reasoning…
How Tech Can Save America | Delian Asparouhov on TBPN
- ▶ 4:33 Delian Asparouhov DeepSeq becoming the, like, default open source model that the rest of the world uses that can't afford the, like, you know, you know, chat GPT and can't afford, you know, sort of alpha fold.
Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
- ▶ 19:44 unnamed speaker Deep Seek. 3 times in the scene
Google's AI Comeback in Their Own Words - Logan Kilpatrick
- ▶ 13:58 unnamed speaker Obviously Google's already doing the TPU, but in terms of just, uh, maybe even just squeezing extra, uh, performance out of inference, we saw this with deep seek. 2 times in the scene
Why Industrialization WON'T Create New JOBS | Samuel Hammond on TBPN April 8th
- ▶ 23:10 unnamed speaker Uh, how are you thinking about, uh, the Deep Seek versus Meta's Lama strategy? 6 times in the scene
The Most UNDERRATED Use Case in AI | Jeff Huber on TBPN April 8th
- ▶ 4:58 Jeff Huber Now, obviously like, you know, the DeepSeq R-ONE launched a few months back, like totally took everybody from surprise.
What AI and LEGO Have in Common | Flo Crivello on TBPN April 7th
- ▶ 10:34 unnamed speaker Uh, what are you, what was your reaction to Deep Seek?
Are AI AGENTS Learning to DREAM? | Shawn Wang on TBPN April 4th
- ▶ 21:59 Shawn 'swyx' Wang Um, but for example, one of the R one replications that did
Mike Knoop (Arc Prize) on Why Scaling AI Won’t Get Us to AGI
- ▶ 6:01 Mike Knoop Um, and basically it resets the baseline back to zero percent language models, uh, pure LLM systems are scoring like zero percent now, uh, again on, uh, on arc B two, um, single COT systems like R one and O one score like one percent.
Dwarkesh Patel (Dwarkesh Podcast) on The Scaling Hypothesis, AI and China
- ▶ 2:53 Dwarkesh Patel When DeepSea came out, they were like, oh, it's gonna be Jevin's Paradox, and, uh, we'll be using them way more in that they're cheaper.
- ▶ 10:15 Dwarkesh Patel And it sounds like after the deep seek moment, that sort of changed, at least in the AI, uh, at least in AI, because now the state, you know, the city funds and whatever are more willing to push in. 2 times in the scene
Aidan McLaughlin (OpenAI) On ChatGPT, model welfare, and path to AGI
- ▶ 2:56 Aidan McLaughlin Um, but the funny thing was like the, you know, when deep state came out, it was kind of this like really interesting moment where a lot of people hadn't tried or like, you know, our most recent models, a lot of people hadn't tried our…
Cristóbal Valenzuela (Runway) Talks About The Future of Media and Hollywood
- ▶ 19:20 unnamed speaker Uh, and then there's like the deep seek approach, which was like, 2 times in the scene
Jordan Schneider (ChinaTalk) On the US-China Power Struggle
- ▶ 10:04 Jordan Schneider I gotta, I gotta take for you that I'm parroting from Alvin Wong who gave it to me the today at breakfast America created deep seek. 6 times in the scene
- ▶ 25:19 Jordan Schneider I, I think it's kind of like inhuman almost to cut that off, but the sort of hope and expectation is that like America is just a better place to live and folks will want to stay here and more like America will gain more from that exchange…
Scott Wu on Cognition, Devin, and the Evolution of AI Agents.
- ▶ 13:27 unnamed speaker How did you process the DeepSeek moment? 2 times in the scene
Joshua Steinman talks cybersecurity and the vulnerabilities of a digital world.
- ▶ 8:23 Jordi Hays Uh, what, what's been your read on our response to Deep Seek broadly?
- ▶ 16:32 John Coogan I think DeepSeek's taken one of those. 2 times in the scene
Michael Mignano on Building Anchor, Social Podcasting, and the Future of Oboe.
- ▶ 23:51 Michael Mignano I mean, I think, you know, I think a few weeks ago, a lot of people wanted to have the debate about whether or not, you know, deep seek meant that models were commodities and nobody should ever train foundation models again.
Sam Lessin on Meta, Artificial Intelligence, and Investing in Creators.
- ▶ 7:39 Sam Lessin So do you think, uh, and if they're, and if it's not a capital game, it's a deep seek open source thing, they're also going to lose.
How Does GROK Compare? (Full Analysis)
- ▶ 0:12 John Coogan Across math, science, and coding benchmarks, Grok III beats Google Gemini, DeepSeq VIII, Anthropic Cloud, and GPT's four
- ▶ 2:41 John Coogan He says the impression overall I got here, I got here is that this is somewhere around O one pro capability and ahead of deep seek R one. 2 times in the scene
- ▶ 5:18 John Coogan That's not surprising, giving, given it is what scaling laws predicted, but it is comforting as there was a question as to scaling, as to whether scaling laws had hit a wall, and people were saying this during the, uh, deep seek, uh, kind…
- ▶ 12:25 John Coogan On the other hand, this is why deep seek matters.
- ▶ 20:20 John Coogan DJI, Unitree, Tesla, Anderle, DeepSeek, Jane Street, Palantir, social media platforms, uh, Meta, vertical AI companies, XAI, DeepSeek, Google, 2 times in the scene
- ▶ 28:02 John Coogan Like if open AI had not launched deep research and like the reasoning model, uh, would deep seek have been able to come up with it?
- ▶ 31:36 John Coogan Uh, with Deep Seek, and it was born again on February 17th, less than a month.
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