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Companies

DeepSeek

Mentioned in 79 analyzed podcast episodes across 10 shows

A Chinese AI company that has achieved near-parity with U.S. frontier models through breakthroughs in cost-efficient AI implementation, advanced reasoning capabilities, and open-source model releases—despite operating under significant chip export restrictions. DeepSeek has generated substantial podcast discussion for unexpectedly emerging as a competitive threat to American AI labs, triggering market reactions and sparking broader conversations about global AI capability distribution and the effectiveness of export controls on AI development.

Episode Mentions

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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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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Latent Space: The AI Engineer Podcast

Latent Space: The AI Engineer Podcast · Feb 26, 2026

[LIVE] Anthropic Distillation & How Models Cheat (SWE-Bench Dead) | Nathan Lambert & Sebastian Raschka

Chinese AI lab mentioned as using Anthropic's API for distillation, though at lower volumes

Model distillation techniquesAI benchmark integrityChinese AI lab competition
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PBD Podcast

PBD Podcast · Feb 25, 2026

Trump's State of the Union + Supreme Court Tariff Troubles | PBD #746

Chinese AI lab accused by Anthropic of industrial-scale distillation attacks on Claude model outputs

Supreme Court Tariff Ruling and Congressional RatificationSmall Business Impact of Trade Policy UncertaintyDemocratic Party 2028 Primary Fragmentation
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Pod Save the World

Pod Save the World · Feb 25, 2026

508: Countdown to War With Iran?

Chinese AI company developing advanced models with NVIDIA chips despite U.S. export restrictions

Iran Nuclear Program NegotiationsU.S. Military Buildup in Middle EastTrump Tariff Authority and Trade Policy
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Fast Politics with Molly Jong-Fast

Fast Politics with Molly Jong-Fast · Feb 25, 2026

George Conway & Rep. Robert Garcia

AI competitor that created 24,000 fraudulent accounts to extract Anthropic's Claude model capabilities through distillation attacks

Trump State of the Union Address AnalysisEpstein Files Cover-Up and DOJ Redaction SchemesGovernment Accountability and Transparency Litigation
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TBPN

TBPN · Feb 24, 2026

Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN

Responding to Distillgate controversy by hiring public relations harmony manager

Citrini Research Report Market ImpactIndependent vs Traditional Sell-Side ResearchAI Timeline Predictions and Uncertainty
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TBPN

TBPN · Feb 24, 2026

Citrini Memo Reactions, Kim K Enters Energy Drinks, Jane Street Sued | Patrick & John Collison, Bill Gurley, James Cadwallader, Scott Wu, Ivan Zhao, Stefano Ermon, Rune Kvist, Reiner Pope, Devansh Pandey

Center of distillation controversy and upcoming model release speculation

Citrini memo reactions and AI economic impactStripe Series C funding and agentic commerce strategyAI agent enterprise adoption and deployment
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Daily Tech News Show

Daily Tech News Show · Feb 24, 2026

Citrini's Substack Post Sent the Market Into a Panic - DTNS 5212

Chinese AI firm accused by Anthropic of conducting coordinated distillation attacks on Claude

AI Job Displacement ScenariosMarket Volatility and Investor SentimentLarge Language Model Capabilities and Limitations
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Digital Disruption with Geoff Nielson

Digital Disruption with Geoff Nielson · Feb 23, 2026

LLMs in 2026: What’s Real, What’s Hype, and What’s Coming Next

Highlighted for 2025 breakthrough with reinforcement learning and verifiable rewards; released DeepSeek v3 and reasoning model

Large Language Model Architecture and TrainingReasoning Models and Chain-of-Thought InferenceInference Scaling vs Training Scaling Trade-offs
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My First Million

My First Million · Feb 20, 2026

From selling ACs to becoming the tourism king of Jamaica

Chinese AI company that outperformed OpenAI models despite limited chip access, product of Genius Program

Competitive differentiation through service and speedLuxury market positioning and standardizationVertical integration in hospitality
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Moonshots with Peter Diamandis

Moonshots with Peter Diamandis · Feb 18, 2026

OpenAI Acquires OpenClaw, 400x Cost Collapse, & Why India Wins the Talent War | EP #231

Chinese open-weight model; rumored next version will achieve parity with American closed frontier models

AI Model Benchmarking and EvaluationCost Reduction in Frontier ModelsPhysics and Mathematics Problem Solving by AI
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Animal Spirits Podcast

Animal Spirits Podcast · Feb 18, 2026

Is AI a Mistake? (EP. 452)

AI company that allegedly stole/replicated competitor models; discussed regarding AI company moats

AI Job Displacement and Labor Market ImpactSoftware Company Valuation Compression and MoatsPrediction Markets vs. Traditional Forecasting
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MacBreak Weekly (Audio)

MacBreak Weekly (Audio) · Feb 18, 2026

MBW 1012: Joining the YOLO Club - Apple's Special Experience Event on March 4th

Chinese AI company providing open-weight models; mentioned as example of non-US AI innovation

Apple March 4 Special Experience EventMacBook colorful redesign rumorsM5 Pro and M5 Max chip announcements
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Last Week in AI

Last Week in AI · Feb 16, 2026

#235 - Opus 4.6, GPT-5.3-codex, Seedance 2.0, GLM-5

Released updated model with 1M token context window and sparse attention architecture used by other companies

Large Language Model Releases and BenchmarkingAI Agent Architecture and Multi-Agent SystemsReinforcement Learning for Model Improvement
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Feb 14, 2026

Approaching the AI Event Horizon? Part 2, w/ Abhi Mahajan, Helen Toner, Jeremie Harris, @8teAPi

Chinese AI company whose CEO publicly stated export controls were limiting their AGI development

Recursive Self-ImprovementAI for Cancer TreatmentAutomated AI Research
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Feb 13, 2026

Approaching the AI Event Horizon? Part 1, w/ James Zou, Sam Hammond, Shoshannah Tekofsky, @8teAPi

Latest model addition to AI Village, showing high confidence but flat personality traits

AI for Science and ResearchMulti-Agent System DynamicsAI Agent Personality and Behavior
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AI For Humans: Making Artificial Intelligence Fun & Practical

AI For Humans: Making Artificial Intelligence Fun & Practical · Feb 13, 2026

Seedance 2.0 Is Peak AI Video. We Tested It. Send Help.

Chinese AI company referenced as precedent for competitive moment; had major impact ~1 year ago

Seedance 2.0 capabilities and limitationsAI video generation quality benchmarkingChinese AI model competitiveness (GLM-5, Minimax M2.5, DeepSeek)
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The a16z Show

The a16z Show · Feb 10, 2026

Marc Andreessen: Who Runs the World’s AI?

Chinese AI company that surprised both US and China with competitive model, sparking Chinese open source race

AI Geopolitical CompetitionProductivity Growth EconomicsOpen Source vs Proprietary AI Models
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TBPN

TBPN · Feb 10, 2026

FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt

Chinese AI company expected to launch new model, reportedly training on restricted chips

PLA military purgesChinese military corruptionUS-China relations
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十字路口Crossing

十字路口Crossing · Feb 8, 2026

Vibe Coding 下半场:四大天王,和想赢的人|对话朱广翔:百度秒哒产品总经理

国内AI模型公司,推动了COT和思维链等技术的应用

无代码应用生成平台AI编码工具竞争格局产品经理智能体
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Finding Peak w/ Ryan Hanley

Finding Peak w/ Ryan Hanley · Feb 6, 2026

This VC Bought Bitcoin at $200, Saw TikTok's Rise, and Now Says THIS is the Next Big Trade

Chinese open-source AI model company that relocated to avoid US sanctions while maintaining global accessibility

Bitcoin as digital gold and store of valueEthereum utility for real-world asset tokenizationAI model competition: open-source vs. closed models
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Last Week in AI

Last Week in AI · Feb 6, 2026

#233 - Moltbot, Genie 3, Qwen3-Max-Thinking

Releasing competitive open-source models; compared against Qwen3-Max-Thinking on benchmarks

Gemini Auto-Browse Feature in ChromeMaltBot/OpenClaw Open-Source Agent PlatformGoogle Genie 3 Video Game Generation
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十字路口Crossing

十字路口Crossing · Feb 1, 2026

他看到的未来,和我们有什么不一样?| 对话18岁的涂津豪:DeepSeek 前实习生、阿里数竞 AI 组冠军

Guest interned at DeepSeek during R1 launch; discussed team culture, model capabilities, and lack of celebration despite global attention

Proactive AI agents and autonomous task executionModel personality design and conversational style differentiationContinuous learning and online model adaptation
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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) · Jan 29, 2026

The Evolution of Reasoning in Small Language Models with Yejin Choi - #761

Discussed extensively for R1 model used in synthetic data generation and reasoning research

Small Language Models (SLMs)AI DemocratizationMode Collapse in LLMs
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Lenny's Podcast: Product | Career | Growth

Lenny's Podcast: Product | Career | Growth · Jan 29, 2026

Marc Andreessen: The real AI boom hasn’t even started yet

Chinese AI lab that rapidly replicated US model capabilities, challenging assumption of US dominance

AI's impact on productivity growth and economic stagnationDemographic decline and population shrinkage as context for AI adoptionTask-level vs. job-level disruption in labor markets
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The a16z Show

The a16z Show · Jan 29, 2026

Marc Andreessen on Why This Is the Most Important Moment in Tech History

Chinese AI company that emerged unexpectedly to match capabilities of American AI labs

AI Impact on Jobs and CareersSuper Empowered IndividualsAI in Education and Tutoring
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Practical AI

Practical AI · Jan 27, 2026

How is AI shaping democracy?

AI in Democratic ProcessesPublic AI ModelsAI Power Concentration
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 23, 2026

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

AI Infrastructure InvestmentFederal vs State AI RegulationUS-China AI Competition
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The a16z Show

The a16z Show · Jan 22, 2026

Inferact: Building the Infrastructure That Runs Modern AI

AI Inference OptimizationOpen Source AI InfrastructureGPU Memory Management
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The AI Policy Podcast

The AI Policy Podcast · Jan 22, 2026

The Future of Nvidia’s H200 in China and the Pentagon's New AI Strategy

Chinese AI company represented in AGI summit panel; seeking H200 access amid export controls

H200 Chip Export Controls to ChinaTrump Administration AI Chip PolicyPentagon AI Strategy and Military Integration
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Last Week in AI

Last Week in AI · Jan 21, 2026

#231 - Claude Cowork, Anthropic $10B, Deep Delta Learning

Released MHC hyperconnection paper and conditional memory lookup paper; R1 model narrowed US-China gap; founders warned about chip constraints

AI Agent Safety and SandboxingConstitutional AI and Jailbreak DefenseReinforcement Learning for Model Training
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This Day in AI Podcast

This Day in AI Podcast · Jan 19, 2026

2026 Existential Crisis, Claude Code Hype & Is SaaS Dead? EP99.30-WIZARDS

Claude Code capabilities and limitationsAgentic AI workflows vs collaborative AIEnterprise AI cost management
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 15, 2026

ChatGPT 5.5 Coming Soon?

Data center electricity costs and community impactAI infrastructure political implicationsUS-China AI chip trade restrictions
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Jan 14, 2026

Bringing AI to Data: Agent Design, Text-2-SQL, RAG, & more, w- Snowflake VP of AI Baris Gultekin

Text-to-SQL automationRetrieval Augmented Generation (RAG)Unstructured data processing
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The Artificial Intelligence Show

The Artificial Intelligence Show · Jan 13, 2026

#190: ChatGPT Health, Audience Reactions to AGI, Claude Code Use Cases, xAI Raises $20B & Big Gmail AI Updates

Chinese AI model capturing 3.5% of global generative AI traffic share alongside Grok

ChatGPT Health and Medical Record IntegrationClaude Code and AI Pair Programming for Knowledge WorkersLovable: No-Code AI App Development
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Tech Brew Ride Home

Tech Brew Ride Home · Jan 9, 2026

Grok Still Groking

Planning V4 model launch around Lunar New Year in mid-February with breakthroughs in long-context coding

AI Image Generation Regulation and Content ModerationXAI Financial Performance and Funding StrategyHumanoid Robot Market Development and Competition
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Jan 9, 2026

AMA Part 1: Is Claude Code AGI? Are we in a bubble? Plus Live Player Analysis

Cancer Treatment AI AssistanceClaude Opus 4.5 CapabilitiesAI Bubble Economics
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 9, 2026

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Chinese AI model referenced as subject of Commerce Department analysis comparing to U.S. AI capabilities

Tariff Strategy and Trade RebalancingPharmaceutical Price Controls and MFN PricingSemiconductor Manufacturing and CHIPS Act Reform
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