DeepSeek

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 1 signal · latest 2023-06-13

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• neutral fact_claim Unattributed

  This is a Chinese company actually called deep seek. And, um, they have this new model, uh, very small, only 7 billion parameters.

• neutral fact_claim Unattributed

  but they did move the market and hedge funds love to move the opposite direction because they're a hedge.

• bullish assessment Unattributed

  they did all, all the work to make an awesome AI model and then it happened to be so good that it changed the conversation.

• neutral fact_claim Unattributed

  keep in mind, deep seek is the subsidiary of a hedge fund. That hedge fund subsidiary just moved the market.

• bullish assessment Unattributed

  Maybe they released V3 back in December. R1 came out in January, but it's more like they just had some breakthroughs and pulled off some real innovation.

• bullish prediction Unattributed

  I think it's going to be open source all the way.

• bullish assessment Unattributed

  Great to get a kick in the ass. It's good for the industry. I think America still wins the day. I think open source still wins the day.

• neutral assessment Unattributed

  the rain on everyone's parade from deep seek is still raining.

• neutral fact_claim Unattributed

  it's called, uh, Janus pro seven B it makes images.

• neutral fact_claim Unattributed

  right before we came on air, uh, deep sea dropped a new model.

• bullish assessment Aaron Levy

  And then he, Aaron Levy points out that deep seek is cheap and also blowing up. And he says, all this points to the race is only going to continue to accelerate.

• bearish criticism Josh Kushner

  pro America technologists openly supporting a Chinese model that was trained off of leading us frontier models with chips to likely violate export controls. And according to their own terms of service, take us data back to China.

• bullish endorsement Mark Andreessen

  deep seas work a gift to the world

• neutral fact_claim Unattributed

  So what we have seen here is power of open source. The hosted version of deep seek R one has clear lines around what it can and cannot answer. Clearly president of China off list. Whereas the hosted version does not. What's cool though, is you don't have to use the web one. You can just download it. It's open source and run it yourself and so it strips away all that cruft.

• bullish assessment Chamath Palihapitiya

  software will become more efficient as we saw with r1 using maybe more commoditized hardware less generation of hardware better software better techniques etc

• bearish criticism Chamath Palihapitiya

  this idea that they spent six million dollars probably leaves out hundreds of thousands of illegally imported h100s via singapore that they're not putting into that cost

• bearish criticism David Sacks

  there's substantial evidence that what deep seek did here is they distilled the knowledge out of open ai's models and i don't think open ai is very happy about this and i think one of the things you're going to see over the next few months is our leading ag companies taking steps to try and prevent distillation and so we'll see if uh if the leading ag companies can prevent distillation by third-party companies that would definitely slow down some of these copycat models