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Companies

DeepSeek

Mentioned in 116 analyzed podcast episodes across 10 shows

# DeepSeek A Chinese AI company that emerged as an unexpected competitive force in large language models, achieving near-parity with US frontier AI capabilities despite operating under chip export restrictions. Known for breakthrough developments including cost-effective model implementations, a 1M token context window with sparse attention architecture, and reasoning models (R1) that sparked significant market reactions and discussion of China's rapid AI advancement. Widely discussed in tech and AI podcasts as a case study in competitive disruption, open-source AI innovation, and the global AI race between US and Chinese capabilities.

Episode Mentions

Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · May 14, 2026

5/14/26: Trump Glazes Xi At China Summit, Fox News Shocked By China Tech, China Plans Arms Sales To Iran

Chinese AI model cited as competitive with US AI systems while using more efficient compute and electricity requirements

Trump-Xi Summit Diplomacy and US Negotiating PositionChina's Technological Advancement and Semiconductor Self-SufficiencyIran War Strategic Failure and Great Power Realignment
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Tech Won't Save Us

Tech Won't Save Us · May 14, 2026

The UK Government’s AI Obsession is a Big Risk w/ Will Dunn

Non-US AI model being adopted by UK businesses as alternative to OpenAI, showing market diversification

UK Government AI Adoption StrategyGenerative AI and Government SovereigntyVendor Lock-in and Public Sector Technology
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TBPN

TBPN · May 13, 2026

Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN

Chinese AI company with founder majority control; estimated 6-12 months behind US frontier models

Trump-Xi Summit GeopoliticsUS-China Semiconductor Export ControlsAI Model Parity and China's Development Timeline
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TBPN

TBPN · May 9, 2026

Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Chinese AI company raising $7.5B at $50B valuation with founder personally contributing $3B; aggressively acquiring compute to develop frontier models

Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience
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The Information's TITV

The Information's TITV · May 8, 2026

OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat

Planning $7B+ funding round, largest ever by Chinese AI company, accelerating model releases and revenue generation plans.

Custom AI Chip Development and FinancingVendor Financing Agreements and TSMC Capacity AllocationMicrosoft Copilot Strategy and Feature Rollback
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Big Technology Podcast

Big Technology Podcast · May 7, 2026

AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko

Chinese open-source model lab; Perplexity post-trains DeepSeek models; research published on political bias in Chinese models

AI Agent Super Apps and Computer ControlMulti-Model Orchestration and Model RoutingEnterprise AI Monetization and Usage-Based Pricing
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Practical AI

Practical AI · May 7, 2026

The Myth of Model Wars: Open vs Closed AI in 2026

Chinese open-source model vendor leading in open-source frontier model performance and adoption

Open vs Closed AI ModelsModel Benchmarking and Performance MetricsPhysical AI and Edge Deployment
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Behind the Bastards

Behind the Bastards · May 7, 2026

Part Two: How AI Chatbots Became Cult Leaders

One of few models that passed comprehensive delusion-resistance testing alongside Claude models

AI-Induced Psychosis and Mental Health CrisesChatbot Engagement Optimization vs. User SafetyCult Dynamics in Human-AI Interaction
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Wall Street Breakfast

Wall Street Breakfast · May 6, 2026

Soda & chips: McDonald's and AMD in focus

Chinese AI company reportedly valued at $45 billion with major fund investment interest

McDonald's beverage menu innovationCustomizable drinks market competitionAMD Q1 earnings and guidance
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FactSet U.S. Daily Market Preview

FactSet U.S. Daily Market Preview · May 6, 2026

Financial Market Preview - Wednesday 6-May

Chinese AI company valued at approximately $45 billion in ongoing fundraising round

U.S. Equity Futures and Market DirectionIran Nuclear Negotiations and Project FreedomStrait of Hormuz Reopening Efforts
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What's Your Number?

What's Your Number? · May 6, 2026

Israel's place in the AI race - with Ariel Sobelman

Chinese AI startup claiming to rival OpenAI with open-source model but with questionable cost transparency

Israel's Digital Sovereignty StrategyUS-China AI Race and Geopolitical CompetitionSemiconductor Fabrication and Manufacturing
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Better Offline

Better Offline · May 6, 2026

CZM Rewind: Cory Doctorow and Ed Zitron on Enshittification and the Rot Economy

Chinese AI company achieving competitive results with older GPU generations, proving expensive infrastructure unnecessary

Enshittification and platform decayGoogle Search quality degradationAntitrust enforcement and monopoly policy
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YPO Technology Network AI Brief

YPO Technology Network AI Brief · May 5, 2026

Inference Got Cheap. Renegotiate Everything.

Chinese AI lab releasing V4 open-weight model at fraction of frontier model cost, creating pricing pressure

AI inference pricing economicsTraining vs. inference cost distinctionHardware specialization for AI workloads
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monos estocásticos

monos estocásticos · Apr 30, 2026

El poliamor explicado con OpenAI y Microsoft: abren la pareja pero uno sale perdiendo

Chinese AI model achieving technical parity with US models but losing market momentum due to poor marketing strategy

Microsoft-OpenAI partnership dynamics and exclusivity clausesAGI clause impact on technology licensing agreementsDeepSeek vs OpenAI competitive positioning
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Risky Bulletin

Risky Bulletin · Apr 30, 2026

Srsly Risky Biz: US Vows to Fight Distillation Attacks

Chinese AI lab that released advanced models delayed by chip export restrictions; uses Huawei chips for inference

AI Model Distillation AttacksChip Export RestrictionsChinese Cyber Espionage
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All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · Apr 30, 2026

Intelligent Machines 868: Happy Hamburgers Towing Timmy To The Sea

Chinese AI company released version 4 model, competing with frontier models, using reinforcement learning techniques

Modular and upgradable laptop designLocal AI inference and edge computingSupply chain constraints for memory and processors
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The Information's TITV

The Information's TITV · Apr 29, 2026

Elon Musk Takes Stand in OpenAI Trial, OpenAI’s Models in AWS, Maria Sharapova’s New Podcast

Mentioned as cheaper alternative model option available on AWS Bedrock for enterprise customers

OpenAI AWS Integration and Bedrock AvailabilityChatGPT Subscription Tier Migration StrategyAI Advertising Revenue Models
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Dwarkesh Podcast

Dwarkesh Podcast · Apr 29, 2026

Reiner Pope – The math behind how LLMs are trained and served

DeepSeek B3 model cited for active vs total parameters; sparse attention mechanisms discussed

Roofline analysis for transformer inferenceBatch size optimization and latency-cost tradeoffsMemory bandwidth as binding constraint on inference
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AI For Humans: Making Artificial Intelligence Fun & Practical

AI For Humans: Making Artificial Intelligence Fun & Practical · Apr 29, 2026

OpenAI's Growth Is Slowing. Is The AI Bubble Popping?

Chinese open-source AI model company releasing competitive models at fraction of cost of frontier models; represents open-source threat

OpenAI growth metrics and IPO readinessAI funding bubble vs. capability advancementInfrastructure depreciation in AI data centers
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Risky Business

Risky Business · Apr 29, 2026

Risky Business #835 -- Why the Fast16 malware is badass

Chinese AI model company accused of distillation attacks against US frontier models; improving rapidly through stolen reasoning traits

AI Model Distillation AttacksUS-China AI Competition and Chip RestrictionsPrivate Inference and Trusted Execution Environments
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Motley Fool Money

Motley Fool Money · Apr 28, 2026

OpenAI Misses Expectations - Should Tech Investors Worry?

Chinese open-source AI model achieving comparable performance to OpenAI/Anthropic at one-fifth the compute cost

OpenAI Revenue Projections and ProfitabilityAI Model Compute Cost EfficiencyCompetitive Dynamics in Large Language Models
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The Information's TITV

The Information's TITV · Apr 28, 2026

OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements

Chinese AI model demonstrating efficiency gains using Huawei chips and sophisticated algorithms with limited compute

OpenAI-Microsoft Partnership RenegotiationStateful vs. Stateless AI Model ArchitectureAzure vs. AWS Cloud Infrastructure Competition
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Talkin' Bout [Infosec] News

Talkin' Bout [Infosec] News · Apr 28, 2026

NASA Gets Phished by Chinese - 2026-04-27

Chinese AI model mentioned as cheap alternative that users adopt when pricing increases

Scattered Spider cybercrime group arrests and extraditionOperational security failures in cybercriminal groupsMexican surveillance company contracts with US border control
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The Prof G Pod with Scott Galloway

The Prof G Pod with Scott Galloway · Apr 28, 2026

China Decode: The U.S. vs China AI Battle Is Getting Ugly

Chinese AI startup that released powerful new model built cheaper and open-source, representing China's competitive AI strategy

AI Model Distillation and IP TheftUS-China AI Competition and Geopolitical RivalryExport Controls and Semiconductor Restrictions
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AI News Today | Julian Goldie Podcast

AI News Today | Julian Goldie Podcast · Apr 27, 2026

Hermes + Open WebUI Just Changed AI Agents Forever

AI model (DeepSeek v4 Flash) available as switchable option within Open WebUI for multi-model workflows

Open WebUI Setup and ConfigurationHermes AI Agent IntegrationSelf-Hosted Chat Interfaces
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Wall Street Breakfast

Wall Street Breakfast · Apr 27, 2026

Budget airlines seek government aid

Chinese AI startup offering 75% discount on V4 Pro model, intensifying global AI pricing competition

Airline Industry Government AidJet Fuel Cost InflationBudget Airline Profitability Crisis
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World Business Report

World Business Report · Apr 24, 2026

US consumer confidence and electric vehicles

Chinese AI company launching new model compatible with Huawei chips, reducing reliance on American semiconductor technology

US Consumer Confidence and SentimentGas Price Inflation and Impact on Household BudgetsIran Conflict and Middle East Geopolitical Risk
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Daily Tech News Show

Daily Tech News Show · Apr 24, 2026

We Are Xbox and We Have a New Logo Too - DTNS 5255

Launches V4 Flash and V4 Pro open-source AI models with hybrid attention architecture and 1M token context window

Xbox Cross-Platform StrategyGame Pass PricingXbox Brand Rebranding and Logo Design
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AI Explained Official Podcast

AI Explained Official Podcast · Apr 24, 2026

GPT 5.5 Arrives, DeepSeek V4 Drops, and the Compute War Intensifies

Released V4 model with 1M token context window; achieving frontier performance at 10x lower cost; open-weights architecture

GPT 5.5 benchmark performance and capabilities analysisDeepSeek V4 architecture and long-context efficiencyAI model cost-efficiency and performance-per-dollar metrics
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Tech Brew Ride Home

Tech Brew Ride Home · Apr 24, 2026

All The Headlines, All The Model Drops...

Released V4 Pro and V4 Flash models with 5x lower pricing than US competitors, featuring hybrid attention and 1M token context window

Large Language Model Pricing and Unit EconomicsAgentic AI and Autonomous Task CompletionAI Benchmark Metrics and Performance Measurement
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Daily Tech Headlines

Daily Tech Headlines · Apr 24, 2026

Meta to Cut 8,000 Jobs and Freeze Hiring for 6,000 Open Positions - DTH

Launched V4 Pro and V4 Flash open AI models with cost-effective 1 million context length and advanced reasoning capabilities.

Meta Workforce Reduction and AI Investment StrategyMicrosoft Voluntary Buyout Program and Compensation RestructuringDeepSeek AI Models V4 Pro and V4 Flash Launch
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WSJ Tech News Briefing

WSJ Tech News Briefing · Apr 24, 2026

TNB Tech Minute: Intel Stock On Track to Break Dot-Com Era Record

Chinese AI lab released V4 model claiming most powerful open-source LLM; seeking first external funding

Intel Stock Performance and ValuationAI Boom Impact on Semiconductor DemandFederal Government Chip Manufacturing Investment
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The Prof G Pod with Scott Galloway

The Prof G Pod with Scott Galloway · Apr 24, 2026

The Case for Making Up with China, and Which Car Company Is Winning the Energy Crisis?

Demonstrated China can match frontier AI at fraction of U.S. training costs; proved chip export controls ineffective

U.S.-China Trade Relations and Reconciliation StrategyChina's Technological Parity in Artificial IntelligenceElectric Vehicle Market Disruption and Energy Crisis
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声动早咖啡

声动早咖啡 · Apr 23, 2026

咖啡豆|苹果即将告别库克时代,新任掌门人正面临哪些关键转折?

Chinese AI company seeking $200B+ valuation; Tencent and Alibaba negotiating investment; model development slowing

Apple CEO Succession: Tim Cook to John Ternus TransitionApple's AI Strategy and Competitive PositioningOn-Device AI Execution vs Cloud-Based Models
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Elon Musk Podcast

Elon Musk Podcast · Apr 23, 2026

SpaceX Targets Two Trillion Dollar Orbital IPO

Chinese AI model; subject of 'No Deep Seek on Government Devices Act' and federal contractor restrictions

SpaceX IPO Valuation StrategyOrbital Data Centers and Space-Based ComputingAI Infrastructure Power Grid Constraints
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The Information's TITV

The Information's TITV · Apr 22, 2026

SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains

Chinese AI lab seeking $20B+ valuation with investment interest from Tencent and Alibaba, marking first external funding round

DeepSeek Funding and ValuationChinese AI Investment StrategyOpenClaw Open-Source Sustainability
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Moonshots with Peter Diamandis

Moonshots with Peter Diamandis · Apr 11, 2026

SpaceX Goes Public, Claude’s Mythos Release, and the US Data Center Delay | EP #246

V4 model released at 10-50x cheaper cost than GPT-5.4 and Opus 4.6; Chinese frontier lab

SpaceX IPO and Starlink profitability modelAnthropic Mythos model capabilities and safety withholdingOpenAI competitive pressure and Spud release timing
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Elon Musk Podcast

Elon Musk Podcast · Apr 10, 2026

Meta abandons open source for Muse Spark

International competitor that utilized Meta's open-source Llama weights to accelerate internal research, motivating Meta's proprietary shift

Multi-agent AI reasoning architectureThought compression and inference optimizationNative multimodal visual chain-of-thought processing
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CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 8, 2026

Markets Rally on U.S.-Iran Ceasefire… Delta Pops, Alibaba Bounces, and Banks in Focus 4/8/26

Chinese AI startup releasing V4 model entirely on Huawei chips after months of code rewriting with Huawei engineers

U.S.-Iran Ceasefire Geopolitical RiskOil Price Volatility and Energy MarketsChinese AI Chip Competition vs. Nvidia
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A Beginner's Guide to AI

A Beginner's Guide to AI · Apr 7, 2026

Why ChatGPT Isn’t Enough for Real Business Automation - with Ethan Ouyang

Chinese AI company mentioned as a top-tier large language model provider competing with US-based models

AI Agents and Autonomous WorkflowsEnd-to-End Business AutomationAI-Native Company Operations
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The a16z Show

The a16z Show · Apr 3, 2026

Marc Andreessen on AI Winters and Agent Breakthroughs

Chinese open-source AI model company; praised as 'gift to the world' for publishing reasoning techniques

AI Winters and Boom-Bust CyclesNeural Networks and 80-Year Research TrajectoryLarge Language Models and Reasoning Breakthroughs
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Latent Space: The AI Engineer Podcast

Latent Space: The AI Engineer Podcast · Apr 3, 2026

Marc Andreessen introspects on The Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"

Chinese AI model company; example of open-source as loss leader strategy for domestic paid services

AI Scaling Laws and Moore's Law AnalogyLLM Reasoning Breakthroughs (O1, OpenClaw)Agent Architecture and Unix Philosophy
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 1, 2026

E338: How I Invest $9 Billion into VC & Private Equity

Made major AI announcement in early 2025, exemplifying ongoing AI model competition and disruption threat

AI Disruption Risk in SaaS and SoftwareStructural Inflation and Interest Rate OutlookManager Selection and Due Diligence Methodology
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Daily Tech News Show

Daily Tech News Show · Mar 31, 2026

Popular JavaScript Package Axios Gets Compromised - DTNS 5237

Mentioned as potential competitor that could benefit from analyzing Anthropic's leaked source code

Supply Chain Security - npm Package CompromiseRemote Access Trojans and Backdoor InstallationPost-Install Script Exploitation
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Lex Fridman Podcast

Lex Fridman Podcast · Mar 23, 2026

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

Chinese AI company; mentioned as example of open-source AI innovation and competitive advantage in China's tech ecosystem.

Extreme Co-Design in AI SystemsCUDA Platform Strategy and Install BaseAI Factory Architecture and Rack-Scale Design
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Mar 19, 2026

Zvi's Mic Works! Recursive Self-Improvement, Live Player Analysis, Anthropic vs DoW + More!

Chinese AI company discussed as test case for whether non-Western companies can catch up to frontier models

Recursive Self-ImprovementAI Job DisplacementAI Live Players Analysis
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Jocko Podcast

Jocko Podcast · Mar 11, 2026

531: Technology is Advancing and You Can't Stop It. Blackbox A.I. Robert and Richard Rizk.

Chinese open-source AI company gaining traction; represents geopolitical shift in AI model distribution

AI Agents and Autonomous SystemsEnd-to-End Encryption for AIIterative Product Development
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Practical AI

Practical AI · Mar 9, 2026

AI policy and the battle for computing power

Chinese AI company demonstrating algorithmic innovation despite chip constraints

AI Export ControlsSemiconductor Supply Chain SecurityComputing Power vs Data in AI
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Letters from an American

Letters from an American · Feb 27, 2026

February 26, 2026

Chinese AI startup that trained its models on NVIDIA's advanced chips, highlighting technology transfer concerns

Medicaid Fund Withholding and State RetaliationSocial Security and Medicare Solvency CrisisImmigration Fraud Allegations and Somali Community Impact
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The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)

The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence) · Feb 26, 2026

AI Trends 2026: OpenClaw Agents, Reasoning LLMs, and More with Sebastian Raschka - #762

Featured prominently for R1 reasoning model and V3 architecture influencing industry direction

Reasoning LLMs and post-training techniquesInference scaling and self-consistency methodsVerifiable rewards for math and coding
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