Who is on this subjectordered by the date of their first quote here
1 of 5 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 3 Feb 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
1
thin
4 Jan 2025 – 4 Jan 2025
-30 d
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David Sacks
8
31 Jan 2025 – 31 Jan 2025
-3 d
- Dylan Patel 13 3 Feb 2025 – 30 Jun 2026 +0 d
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Bill Gurley
5
5 Feb 2025 – 5 Feb 2025
+2 d
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Brad Gerstner
5
5 Feb 2025 – 10 Feb 2026
+2 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker predicts frontier AI labs will stop releasing leading-edge models to prevent IP theft via knowledge distillation, citing DeepSeek.
“I think you will see the Frontier Labs stop releasing their leading edge models to prevent knowledge distillation and their IP effectively being stolen.”
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David Sacks
Sacks says people would have been surprised a Chinese company released the second reasoning model after OpenAI.
“if you had said to people a few weeks ago that the second company to release a reasoning model along the lines of o one would be a Chinese company, I think people would have been surprised by that.”
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David Sacks
Sacks says the $6 million DeepSeek training cost claim should be debunked, corroborated by industry leaders.
“On this one, I'm with Palmer Luckey and Brad Gerstner and others, and I think this has been pretty much corroborated by everyone I've talked to that that number should be debunked.”
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David Sacks
Sacks argues the $6 million DeepSeek cost claim compares final training run to fully loaded US company costs.
“I mean, if you were to make the apples to apples comparison, you would need to compare the final training run cost by DeepSeek to that of OpenAI or Anthropic.”
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David Sacks
Sacks cites analyst estimate that DeepSeek has about 50,000 Hopper GPUs including 10,000 H100s.
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds,”
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David Sacks
Sacks cites Dylan Patel's estimate that DeepSeek has 50,000 Hopper chips across different models.
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds, They have 10,000 h eight hundreds and 30,000 h twenties.”
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David Sacks
Sacks says DeepSeek's compute cluster costs over $1 billion, contradicting the $6 million narrative.
“you add up the the cost of a compute cluster with 50,000 plus hoppers and it's gonna be over $1,000,000,000.”
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David Sacks
Sacks says DeepSeek v3 self-identified as ChatGPT-4 five out of eight times when asked.
“When you would ask it, who are you? Like what model are you? Five out of eight times, v three would tell you that it was ChatGPT four.”
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David Sacks
Sacks argues DeepSeek's open-source strategy is about undercutting leading American companies, not altruism.
“if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you. Absolutely. Know, they're trying to basically undercut the leading American companies.”
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Dylan Patel
Patel explains DeepSeek v3 base is trained once, then post-trained differently to create chat versus reasoning models.
“This reasoning model has a lot of overlapping training steps to DeepSeek v three, and it's confusing that you have a base model called v three that you do something to to get a chat model, and then you do some different things to get a reasoning model.”
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Dylan Patel
Patel says DeepSeek r one uses MIT license with no commercial or use case restrictions, allowing synthetic data generation.
“The DeepSeq r one model has a very permissive license. It's called the MIT license. That effectively means there's no downstream restrictions on commercial use. There's no use case restrictions.”
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Dylan Patel
Patel says DeepSeek modifies code at or below NVIDIA's CUDA layer, a rare technical capability.
“For example, on their to get highly efficient training, they're making modifications at or below the CUDA layer for NVIDIA chips.”
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Dylan Patel
Patel notes DeepSeek's routing innovation removing auxiliary loss represents compounding small improvements over time.
“this type of change can be big, it can be small, but they add up over time.”
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Dylan Patel
Patel says many entities can afford 100x DeepSeek's $5 million cost, ensuring open models will continue emerging.
“DeepSeek has this shocking $5,000,000 number. Think about how many entities in the world can afford a 100 times that to have the best open source model that people use in the world.”
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Bill Gurley
Gurley explains DeepSeek innovated by separating parameters to work with smaller counts faster than competitors.
“They were able to do that because they figured out a way to separate the parameters and work on things with smaller parameter counts faster, which no one else had done before.”
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Brad Gerstner
Gerstner says DeepSeek's total compute ownership approached one billion dollars, similar to comparable models.
“when you take power into account, it really does it does get you closer to this billion dollars of TCO, which was out there, you know, discussed, which is similar, I think, to the TCO of of the comparative models. Now, of course, they talked about the $6,000,000 final training run,”
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Bill Gurley
Gurley reports DeepSeek pricing is one twentieth of OpenAI on comparable API models.
“if you look at the models that are apples to apples on the API right now, that that DeepSeek's pricing about one twentieth of OpenAI.”
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Brad Gerstner
Gerstner says DeepSeek needs 10x more compute to reach o three level assuming no breakthroughs.
“in order to get to kind of the o three level now, they got a 10 x the amount of compute. Right?”
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Brad Gerstner
Gerstner reports DeepSeek is massively compute constrained now, with GPU differential growing versus OpenAI for o3.
“On top of that, we learned, you know, they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff”
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Brad Gerstner
Gerstner reports DeepSeek is massively compute constrained, causing server delays despite success.
“they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff with with these guys because of their massive success.”
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Bill Gurley
Gurley reports 1,300 variants of DeepSeek R1 appeared on Hugging Face within days of its release.
“And so, like, forty eight hours after r one was posted, they had 500 variants on Hugging Face. And today I pinged them this morning before we started, they're up to 1,300.”
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Bill Gurley
Gurley reports 1,300 variants of DeepSeek R1 appeared on Hugging Face within days of release.
“forty eight hours after r one was posted, they had 500 variants on Hugging Face. And today I pinged them this morning before we started, they're up to 1,300.”
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Bill Gurley
Gurley warns NVIDIA bulls defending the company against DeepSeek may trigger sanctions that hurt NVIDIA's revenues.
“So you're an NVIDIA bull think you're protecting NVIDIA by exposing DeepSeek, and you may end up with sanctions that end up hurting NVIDIA's revenues.”
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Dylan Patel
Patel challenges DeepSeek's GPU count claims, citing job ads promising tens of thousands of GPUs.
“The estimates that we have is, so first of all, ads in China, they say they have tens of thousands of GPUs for researchers, right?”
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Dylan Patel
Patel says DeepSeek's model is 400 to 600x cheaper than original GPT-4.
“And so now DeepSeek's model is something like 400 to 600x cheaper than the original GPT-four.”
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Dylan Patel
Patel reports GPT-3 to Llama 3.2 costs fell 1,200x while GPT-4 to DeepSeek v3 costs fell 600x.
“when we looked at g p d three, the cost fell 1,200 x from g p d three's initial cost to what you can get Lama 3.23 b today.”
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Dylan Patel
Patel argues the surprise was a Chinese company achieving this cost reduction, not the reduction itself.
“I think what was really surprising was that it was a Chinese company for the first time. Right? Because Google and and OpenAI and Anthropic and Meta have all traded blows.”
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Dylan Patel
Patel says DeepSeek's cost efficiency follows the expected trend line, just from an unexpected source.
“It's not unexpected. Right? Like, this is actually within the trend line of what happened with GPT three is happening to GPT four level quality with DeepSeq.”
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Dylan Patel
Patel reveals DeepSeek inference implementation requires 160 GPUs worth over $10 million of hardware per replica.
“That's over $10,000,000 of hardware, and then that's just one replica, then you'll have a lot of replicas and you share the caching servers between them.”
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Dylan Patel
Patel cites DeepSeek's open-sourced inference system requiring 140 GPUs communicating over RDMA networks for single replica.
“One example is one that DeepSeek open sourced over December of last yearJanuary, February of this year, where a single replica of inference for a single model is going to be like 140 GPUs.”
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Brad Gerstner
Gerstner says Chinese AI stack including DeepSeek and other models is making disturbing inroads in Middle East and Southern Hemisphere.
“No. For sure. And in fact, I I hear disturbing things all the time about the Chinese stack making great inroads in The Middle East and in the Southern Hemisphere, etcetera, because, frankly, they're working really quickly to put their chips and their models, their open source models, Deepsea, Kimi k two, Quinn, etcetera, and exporting those to the world.”
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Dylan Patel
Patel claims hardware improved 30x from Hopper to Blackwell for DeepSeek on optimized deployments.
“from Hopper to Blackwell, which is all we've had over the last three years, roughly 30x improvement on DeepSeek, on the most optimized deployment, which you can see on InferenceX there's about a 30x improvement.”
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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together
- All-In Podcast also carries David Sacks and Gavin Baker on this subject, at different times.