DeepSeek: 2 Months Out

DeepSeek has been out for over 2 months now, and things have begun to settle down. We take this opportunity to contextualize the developments that have occurred in its wake, both within the AI industry and the world economy. As systems get more "agentic" and users are willing to spend increasing amounts of time waiting for their outputs, the value of supposed "reasoning" models continues to be peddled by AI system developers, but does the data really back these claims?Check out our DeepSeek minisode for a snappier overview!EPISODE RECORDED 2025.03.30(00:40) - DeepSeek R1 recap (02:46) - What makes it new? (08:53) - What is reasoning? (14:51) - Limitations of reasoning models (why we hate reasoning) (31:16) - Claims about R1 training on Open AI (37:30) - “Deep Research” (49:13) - Developments and drama in the AI industry (56:26) - Proposed economic value (01:14:20) - US government involvement (01:23:28) - OpenAI uses MCP (01:28:15) - OutroLinksDeepSeek websiteDeepSeek paperDeepSeek docs - Models and PricingDeepSeek repo - 3FSUnderstanding DeepSeek/DeepResearchExplainersLanguage Models & Co. article - The Illustrated DeepSeek-R1Towards Data Science article - DeepSeek-V3 Explained 1: Multi-head Latent AttentionJina.ai article - A Practical Guide to Implementing DeepSearch/DeepResearchHan, Not Solo blogpost - The Differences between Deep Research, Deep Research, and Deep ResearchAnalysis and ResearchPreprint - Understanding R1-Zero-Like Training: A Critical PerspectiveBlogpost - There May Not be Aha Moment in R1-Zero-like Training — A Pilot StudyPreprint - Large Language Monkeys: Scaling Inference Compute with Repeated SamplingPreprint - Chain-of-Thought Reasoning In The Wild Is Not Always FaithfulFallout coverageTechCrunch article - OpenAI calls DeepSeek 'state-controlled,' calls for bans on 'PRC-produced' modelsThe Verge article - OpenAI has evidence that its models helped train China’s DeepSeekInteresting Engineer article - $6M myth: DeepSeek’s true AI cost is 216x higher at $1.3B, research revealsArs Technica article - Microsoft now hosts AI model accused of copying OpenAI dataThe Signal article - Nvidia loses nearly $600 billion in DeepSeek crashYahoo Finance article - The 'Magnificent 7' stocks are having their worst quarter in more than 2 yearsReuters article - Microsoft pulls back from more data center leases in US and Europe, analysts sayUS governanceNational Law Review article - Three States Ban DeepSeek Use on State Devices and NetworksCNN article - US lawmakers want to ban DeepSeek from government devicesHouse bill - No DeepSeek on Government Devices ActSenate bill - Decoupling America's Artificial Intelligence Capabilities from China Act of 2025LeaderboardsaiderLiveBenchLM ArenaKonwinski PrizePreprint - SWE-Bench+: Enhanced Coding Benchmark for LLMsCybernews article - OpenAI study proves LLMs still behind human engineers in over 1400 real-world tasksOther ReferencesAnthropic report - The Anthropic Economic IndexMETR Report - Measuring AI Ability to Complete Long TasksThe Information article - OpenAI Discusses Building Its First Data Center for StorageDeepmind report backing up this ideaTechCrunch article - OpenAI adopts rival Anthropic's standard for connecting AI models to dataReuters article - OpenAI, Meta in talks with Reliance for AI partnerships, The Information reports2024 AI Index reportNDTV article - Ghibli-Style Images To Memes: White House Embraces Alt-Right Online CultureElk post on DOGE and AI