Let’s talk about DeepSeek and DeepSeek-R1.
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Resources From Today’s Video:
DeepSeek Stock Impact: https://www.cnn.com/2025/01/27/tech/deepseek-stocks-ai-china/index.html
Andreessen DeepSeek Praise: https://x.com/pmarca/status/1882719769851474108
NVIDIA Market Analysis: https://x.com/mreflow/status/1883975293683351722
DeepSeek V3 Paper: https://github.com/deepseek-ai/DeepSeek-V3/blob/main/DeepSeek_V3.pdf
DeepSeek Research: https://arxiv.org/pdf/2501.12948
DeepSeek R1 Guide: https://www.datacamp.com/blog/deepseek-r1
DeepSeek Homepage: https://www.deepseek.com
DeepSeek Signup Issues: https://www.businessinsider.com/deepseek-issues-account-registration-limited-china-phone-numbers-malicious-attack-2025-1
Chinese AI Context: https://x.com/hxiao/status/1882649545982849031
NVIDIA Stock Drop: https://www.investopedia.com/nvidia-stock-worst-day-since-2020-deepseek-ai-wall-street-8780814
Market Impact Analysis: https://www.investing.com/news/stock-market-news/nvidia-sheds-589-billion-in-market-cap-on-deepseek-concerns-most-in–history-3831096
DeepSeek Training Discussion: https://manifold.markets/AndrewPeterson960c/did-deepseek-lie-about-the-number-o
AI Compute Demand: https://x.com/garrytan/status/1883037020207153580
Jevons AI Paradox: https://x.com/satyanadella/status/1883753899255046301
Jevons Definition: https://en.m.wikipedia.org/wiki/Jevons_paradox
Janus Model Release: https://x.com/rowancheung/status/1883917681642070282
Janus Technical Report: https://github.com/deepseek-ai/Janus/blob/main/janus_pro_tech_report.pdf
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Time Stamps:
0:00 Intro
1:02 Explaining DeepSeek-V3
4:11 Explaining DeepSeek-R1
6:37 Why People Are Freaking Out
8:18 DeepSeek is a Side-Project
9:09 Counter-Arguments To Freak Out
13:00 Jevon’s Paradox
15:12 How To Use DeepSeek Yourself (Plus Examples)
20:41 DeepSeek Janus-Pro
22:35 Final Thoughts