DeepSeek, every mention
35 scenes (2026), the whole family · ← back to DeepSeek
tap a year for its mentions
every year 2026 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.