Companies

DeepSeek

Mentioned in 125 analyzed podcast episodes across 10 shows

This Chinese AI company is known for dramatically reducing AI implementation costs through breakthrough models and innovative training techniques, including sparse attention architecture and reinforcement learning approaches. DeepSeek has emerged as an unexpected competitive force, achieving near-parity with US frontier models despite operating under chip export restrictions, which has sparked significant discussion about the global AI landscape and China's rapid advancement in AI capabilities. The company's releases—including models with extended context windows and reasoning capabilities—have generated widespread media attention regarding AI competition, open-source innovation, and the effectiveness of alternative training methodologies.

Episode Mentions

The a16z Show

The a16z Show · Jul 16, 2026

Replay 2025: David Sacks on AI, Crypto, and America's Technology Future

Chinese AI company whose recent model launch disproved Biden administration assumptions about China being far behind in AI capabilities

AI Regulatory Capture and Permissionless InnovationCrypto Regulatory Clarity and the Genius ActUS-China AI Race Strategy and Chip Export Policy
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All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · Jul 16, 2026

Intelligent Machines 879: Alex Karp, Alex Karp, Alex Karp

Chinese open-weight model that shocked US AI industry; priced at pennies per token; subject to potential Chinese government restrictions

Open-Weight Model Parity and BenchmarkingAgentic Harnesses and AI Framework CompetitionGeopolitical AI Sovereignty and Supply Chain Risk
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声动早咖啡

声动早咖啡 · Jul 15, 2026

淘宝闪购|零食量贩店「缩水款」引争议,夏奇拉将登美加墨决赛中场秀

Chinese AI company raising Series B at $71B valuation, planning domestic IPO as early as 2027 to fund infrastructure

World Cup 2026 halftime show and Latin music strategySports tourism and hospitality demand patternsGlobal smartphone market competition and supply chain dynamics
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The Information's TITV

The Information's TITV · Jul 15, 2026

On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park

Chinese AI company raising $7.4B Series B with $400-500M annualized revenue, planning Shanghai IPO next year

AI Safety and Verification in Financial ServicesSaaS Sector Valuation and Growth DecelerationAI Compute Crunch and Alternative Cloud Providers
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Windows Weekly (Audio)

Windows Weekly (Audio) · Jul 15, 2026

WW 992: Gassy Jack - Largest Patch Tuesday in Microsoft History!

Chinese AI model offering inference at 1/50th the cost of Western competitors, forcing price competition in AI market

Patch Tuesday Security VulnerabilitiesAI-Powered Vulnerability Detection (M-Dash)Memory Safety Bugs in Windows Kernel
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The Tech Report

The Tech Report · Jul 15, 2026

The rising cost of AI is reaching tipping point | David Gerard

Highlighted as disruptive competitor offering cheaper API pricing and optimization focus, forcing market price competition in January 2025

AI Cost Economics and Unit EconomicsLarge Language Model Performance S-Curve LimitationsAgentic AI and Multi-Agent Systems
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YPO Technology Network AI Brief

YPO Technology Network AI Brief · Jul 10, 2026

You Don't Know What AI You're Running

Chinese open-source model handling 46% of AI usage through major routing services at 60-90% lower cost than frontier labs

AI Model Substitution and TransparencyAI Safety Controls and VerificationAI Governance and Executive Accountability
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TBPN

TBPN · Jun 29, 2026

Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon | Edward Coristine & Tai Groot, Chad Rigetti, Pim de Witte, Yadin Soffer, Jack Morris, Neil Movva, Jakob Diepenbrock, Chris Altchek

Referenced as economics king of open-source models; DeepSeek Flash cited as top token-volume model.

Chinese Open-Source AI Models and Geopolitical ImplicationsGLM 5.2 Benchmark Performance and Distillation ConcernsGoogle Throttling Meta's Gemini API Access Due to Capacity Constraints
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Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · Jun 8, 2026

6/8/26: Chips Stocks Hammered, Trump Floats Gov Stake In AI Companies

Chinese AI competitor; cheaper alternative to OpenAI and Anthropic; already capturing market share from US companies

AI Valuation Bubble RiskGovernment Equity Stakes in Private CompaniesInterest Rate Impact on Tech Profitability
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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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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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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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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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