Public dossier section · @ben

coverage

This is @ben's profile revision 1. The original date and editorial confidence below are attributed to its publisher, not independent verification.

Original credited author: Hraness

AI-drafted at Ben Guo's direct request and credited to Hraness; every claim links to its cataloged source.

Back to the full profile · Markdown version · Original document

Published text

deepseek: coverage

what the discourse made of deepseek — the sputnik week, the crash, the bans, the censorship and chip sourcing debates, and the incumbent turn.

coverage

2023-05 – 2024-07 — the 暗涌 interviews (36kr / chinatalk / crossing river, 于丽丽 / 暗涌) — positive. the two 36kr/暗涌 interviews are the discovery coverage — 'a hidden ai giant' (2023) then 'a more extreme chinese techno-idealism story' (2024). after the shock, chinatalk, crossing river, and jiexu translate them into english and they become the most-cited chinese ai texts in the world. traction: english translations circulate after r1
2024-05 — the price war the west missed (chinese tech press) — mixed. v2's ~rmb-1-per-million-token pricing ignites china's llm price war — bytedance's doubao answers at ¥0.0008/1k tokens (a 99.3% cut) and alibaba, baidu, and tencent follow. the coverage is chinese and trade-scale; the west hasn't noticed the lab yet. traction: 80–97% price cuts across the chinese majors
2025-01 — crippled hardware, frontier model (the next platform et al.) — positive. v3's technical-report coverage — 'how deepseek trained a frontier model on crippled hardware' — is the trade-press tell that something moved in december. the $5.576m figure enters circulation here, scoped correctly at first.
2025-01-24 — the sputnik post (fortune / npr) — positive. andreessen's 'sputnik moment' post becomes the frame for everything after — 'a profound gift to the world.' within days the analogy is being critiqued for its premises. traction: the defining metaphor of january
2025-01-26 — #1 over chatgpt (techcrunch / business insider / venturebeat) — positive. the app-store coverage — deepseek passes chatgpt at #1 in the us and tops 51 other countries, with launch-day western coverage of the model itself framing it as an open-weights event. traction: #1 in 52 countries
2025-01-28 — who built this (wired) — positive. wired's origin-story feature — the lab 'made' by a hedge fund — and the first wave of profiles that explain to western readers who built this.
2025-01-27 — the crash (cbs / fortune / verge / nbc) — mixed. the crash coverage — nvidia −17%, ~$589–600b in a day, 'single-biggest one-day loss,' nasdaq −3.1%, ~$1t wiped. trump calls it 'a wake-up call' and 'a positive'; the market story and the policy story split from here. traction: ~$1t market cap wiped
2025-01-27 — the jevons counter (fortune / geekwire / the conversation) — mixed. nadella posts the jevons-paradox counter — 'as ai gets more efficient and accessible, we will see its use skyrocket' — and the energy-economics debate follows: efficiency gains consumed by demand.
2025-01-29 — the war rooms (the verge / techcrunch / business insider) — mixed. the meta war-room coverage — reports of scramble teams reverse-engineering r1, zuckerberg's leaked all-hands, and the 'hundreds of billions' capex pledge. the disruption story becomes an incumbent-defense story.
2025-01-29 — on deepseek and export control (darioamodei.com / techcrunch, dario amodei) — critical. amodei's 'on deepseek and export control' essay — the 7–10-months-older, on-trend argument that r1 does not obviate export controls. simon willison's notes flag what the essay omits: the open-weights point. traction: the incumbent counter-argument
2025-02-10 — what is deepseek worth (bloomberg) — mixed. the valuation-range debate — bloomberg surveys guesses from ~$1b to $150b for a company that had never taken outside money. nobody can price the whale. traction: estimates ranged ~$1b to $150b
2025-01-31 — the 50k-gpu estimate (semianalysis / techspot) — critical. semianalysis estimates ~50,000 hopper-class gpus accessible to deepseek — 10k h800s, 10k h100s, plus h20 orders — far beyond the 10k-a100 documented fleet. techspot amplifies the ~$1.6b-scale infrastructure reading. traction: estimate, not registry
2025-01-31 — the commerce probe (reuters) — critical. reuters reports the us commerce department is probing whether deepseek used restricted chips; organized smuggling routes through malaysia, singapore, and the uae enter the coverage.
2025-02 — the smuggling trail (reuters / tom's hardware) — critical. the smuggling trail hardens — singapore charges three men with fraud over server shipments containing nvidia gpus; singapore's share of nvidia revenue is reported climbing 9%→22%; customs-documented 'lobster' cases show chips mislabeled as other goods. traction: three charged in singapore
2025-04 – 2025-06 — the h20 squeeze (the guardian / asia times) — critical. the h20 squeeze and the huang–liang meeting — the last compliant channel requires licenses, nvidia's ceo flies to beijing, and a state-department official's allegation that deepseek aided china's military adds the national-security layer.
2025-01-30 — italy blocks first (reuters / garante) — critical. italy's garante orders deepseek blocked — the first national action — calling the company's response 'totally insufficient.' traction: first national block
2025-01-28 – 2025-02 — the us cascade (cnbc / ap / congress) — critical. the us cascade — the navy's all-hands email, nasa's memo, texas's first state ban, then h.r.1121 (the 'no deepseek on government devices act') with gottheimer's 'five-alarm national-security fire' framing; state actions follow in new york, virginia, oregon, north carolina. traction: a federal bill and state bans
2025-02 — the ban map (al jazeera / techcrunch / korea herald) — critical. the global map — australia, taiwan, and korean ministries restrict the app; korea's pipc halts new downloads over data transfers to volcano engine, resuming in april after ~two months. traction: a dozen jurisdictions
2025-01-28 — the refusal strings (the guardian / the independent) — critical. the tiananmen refusal coverage — the guardian publishes the verbatim refusal string; the independent reports the app elicits pro-ccp-biased outputs on sensitive topics. app-layer serving behavior, not the weights.
2025-01-28 — the self-censoring stream (nbc news) — critical. nbc's real-time self-censoring observations — answers appearing, then deleting themselves mid-generation on sensitive prompts.
2025-01 – 2025-09 — censorship in the weights (wired / arxiv / nist-caisi) — critical. the layered-censorship coverage — wired separates app-layer serving from in-weights tendencies; the r1dacted paper argues censorship sits in the base model; nist's caisi evaluation and secondary summaries keep the model-level findings in the record. traction: r1dacted + caisi findings
2025-01-27 — uncensored by hosting (mspoweruser) — mixed. the hosted-serving counterweight — perplexity's srinivas announces us/eu-hosted r1 as uncensored, demonstrating that the serving layer, not the weights alone, determines refusal behavior.
2025-01-29 – 2025-01-30 — the open database (wiz / techcrunch) — critical. wiz discloses the open clickhouse database — chat history, api secrets, backend details, unauthenticated — secured after disclosure. the first security finding lands inside the hype week.
2025-01-31 – 2025-02 — the jailbreak findings (cisco / qualys / unit42 / wired) — critical. the jailbreak pile-on — cisco reports 100% harmbench attack-success on r1, qualys documents distilled-r1-8b failures, unit42 catalogs working bypasses, and wired's testers 'didn't stop a single one' of their attempts. traction: 100% harmbench asr reported
2025-02 — the app forensics (krebs / abc / ars technica) — critical. the privacy forensics — krebs documents device fingerprinting; feroot finds a direct path toward china mobile infrastructure; nowsecure finds hardcoded 3des keys in the ios app.
2025-01-29 — the distillation claims (ft via axios / verge / gizmodo) — critical. the distillation claims — openai tells the ft it has evidence deepseek used its models 'inappropriately'; microsoft reportedly flagged suspicious api exfiltration; axios and the verge amplify; scmp notes distillation is industry-common. no public evidence drop ever follows. traction: asserted, not evidenced publicly
2025 – 2026 — what $5.576m actually bought (house testimony / the teardown) — mixed. the cost teardown — the $5.576m figure is real but narrow: one final pre-training run at $2/gpu-hour, per allen's house testimony and the postmortem writeups. the teardown literature separates the number from 'r1 cost $6m to build.'
2025 — optimization, not revolution (ifri / lcfi) — mixed. the counter-takes — ifri's 'optimization, not revolution' reading and the sputnik-analogy critique argue the shock was a pricing and narrative event more than a capability leap.
2025-01-21 — r1 day at the symposium (scmp / reuters) — mixed. the premier's symposium — liang briefs li qiang on the draft government work report as one of nine speakers, the same day r1 ships. the state-adjacency coverage starts here.
2025-02-17 — the xi symposium (the standard / techcrunch) — mixed. the xi symposium coverage — liang seated with ma, ma, ren, wang, and lei at xi's private-enterprise meeting, confirmed through state media's yuyuantantian account; the domestic 'deepseek fever' deployment wave follows through march. traction: state-media confirmed
2025-04-16 — deepseek unmasked (house select committee / cyberscoop) — critical. the house select committee's 'deepseek unmasked' report and the $420m high-flyer funding claim push the patron into the national-security frame — the whale itself becomes a coverage object.
2025-02 – 2025-03 — the passport story (the information / wsj via verge / techcrunch) — critical. the travel-curbs coverage — the information's passport reporting, the wsj's us-travel warning to founders, zhejiang officials screening investors. the '~130 lab staff / ~200 fund staff' headcount enters circulation.
2025-05 — the panic post-mortem (thezvi, zvi mowshowitz) — mixed. the post-mortem on the january panic — r1-0528 'did not have a moment'; the coverage reads the shock's narrative factors rather than a capability gap that persisted.
2025-09-17 — the peer-review precedent (nature / scientific american) — positive. the nature coverage — the first major llm through full peer review; the referee exchange surfaces the $294k rl-cost disclosure and deepseek's on-record denial of training on openai-generated reasoning examples. traction: nature 645:633–638
2025-07 – 2025-11 — the second deepseek moment (xpert / linkedin / turingpost) — positive. the 'second deepseek moment' frame — kimi k2 thinking beats gpt-5 on hle and browsecomp; the chinese open-weights landscape coverage treats the lab's ecosystem strategy as the new normal. traction: kimi k2 thinking
2026-02-23 — the anthropic disclosure (anthropic via cnbc / verge / bloomberg) — critical. the anthropic disclosure coverage — ~24k fraudulent accounts, >16m claude exchanges, deepseek's ~150k+ called 'most technically sophisticated,' including censorship-safe prompt generation. the distillation story returns with numbers attached — and an accused-party response still unpublished. traction: 150k+ exchanges attributed
2026 — the incumbent turn (bloomberg / hindustan times / sedaily) — mixed. the incumbent coverage — v4's ascend-tuned delay, the $52b-ish close and star-market ipo prep, the august api price hike (up to ~12x on cache hits) that reads like the price-war catfish raising prices. traction: ipo prep reported
2026 — a year on (scmp / nature / newsglobe) — mixed. the retrospective layer — scmp's year-on look-back, the nature study of chinese-vs-us media framing, and the departures coverage ('~10 of ~300 v4 authors now former') close the arc from shock to institution.

controversies

2025-01 – 2026 — what the $5.576m bought: the $5.576m misreading — the v3 report's figure is one final pre-training run (2.788m h800 gpu-hours at an assumed $2/hour), not the v3 or r1 program cost. 'r1 cost $6m to train' propagated anyway; the teardown literature had to keep re-anchoring the number. reaction: allen's house testimony and the postmortems re-scope the figure; the $294k rl-stage disclosure in the nature paper adds a second, separately-scoped number. (sources: allen's house testimony: the $5.576m math, the teardown: $5.576m real but narrow, apples-to-oranges cost accounting, r1 peer-reviewed)
2025-01 – 2026-02 — the distillation question: the distillation accusation — openai told the ft it had evidence; microsoft reportedly flagged suspicious api exfiltration in fall 2024; sacks claimed 'substantial evidence.' no public technical evidence was published. in february 2026 anthropic released its own figures — ~24k fraudulent accounts, ~150k+ claude exchanges attributed to deepseek — the most detailed account to date, still one-sided. reaction: deepseek's on-record position, in the nature referee exchange: r1 was not trained on openai-generated reasoning examples, while conceding the base model ingests web ai-content like every llm. (sources: inappropriately distilled quote, openai evidence claim, openai reviewing evidence, anthropics own account: 24k accts/16m exchanges, openai-distillation denial in referee exchange, distillation industry-common)
2025-01 – 2025-08 — where did the gpus come from: the chip-sourcing question — ~10,000 a100s are documented (bought pre-controls); the 2,048 h800s in the v3 run are self-reported; semianalysis estimates ~50,000 hopper-class gpus accessible; singapore charged three men over smuggled servers; a state-department official alleged military linkage. nvidia's position: its customers acquired chips lawfully. reaction: each layer of the inventory claim carries a different evidence class — registry/paper, self-report, analyst estimate, and prosecutor allegation — and the dossier keeps them separate. (sources: ~50k hopper-class estimate (10k h800 + 10k h100 + h20 orders), commerce probe, singapore charges three with fraud, singapore share of nvidia revenue 9%→22%, state dept official allegation)
2025-01 – 2025-09 — three kinds of censorship: the censorship layering — app-level refusal strings, real-time self-censoring streams, in-weights tendencies (r1dacted, caisi), and hosted-serving behavior are different claims; perplexity's uncensored us-hosted r1 demonstrated the serving layer matters. reaction: the dossier treats each layer separately — serving behavior is not a weights property, and a weights tendency is not identical to the app's refusals. (sources: refusal string verbatim, real-time self-censoring observations, app-layer vs in-weights censorship layers, censorship embedded in base model, press release, srinivas: us/eu-hosted, uncensored)
2025-01 – 2025-02 — the security pile-on: the security week — an open clickhouse database with chat history and api secrets (wiz), 100% harmbench attack-success (cisco), hardcoded 3des keys (nowsecure), device fingerprinting (krebs), and a reported path to china mobile infrastructure (feroot). reaction: the database was secured after disclosure; the findings stand as the fastest security scrutiny any lab has received. (sources: open clickhouse, 100% harmbench asr, 3des hardcoded keys, device fingerprinting, tsarynny: direct path to the prc claim)
2025-02 – 2026-09 — the valuation fog: the valuation fog — february 2025 guesses ran ~$1b to $150b; the 2026 round reports conflict: ~rmb 300b (~$45b) at open, ~$52b per forbes, and higher headline figures elsewhere; htx reported a much smaller ≥$300m / ≥$10b sizing. liang's own injection (up to rmb 20b) and the state-capital lead are reported, not filed. reaction: no filing exists; every figure in the round coverage is reported. the dossier keeps the conflicting numbers rather than picking one. (sources: feb-2025 valuation-range debate ($1b vs $150b), may-8 round launch, the forbes liang profile: $39.8b, alternate sizing (≥$300m / ≥$10b) — conflicts, deepseek on linkedin: the $7.4b round)

sentiment eras

2023–2024 — the invisible giant (positive): the invisible-giant phase — the lab exists in chinese trade coverage and two 暗涌 interviews; the v2 price war and v3's release register locally while western coverage is essentially zero. (sources: first-ever liang interview, the canonical techno-idealism interview (于丽丽/暗涌), doubao at ¥0.0008/1k tokens; 99.3% cut, how deepseek trained on crippled hardware)
2025-01-20 – 2025-01-27 — the sputnik week (positive): the sputnik week — 'a profound gift to the world,' #1 in 52 countries, janus shipped into the chaos. coverage is awestruck and adoption-led: r1 lands in azure ai foundry within days. (sources: ais sputnik moment post, #1 us app store jan 26, r1 in azure ai foundry + github catalog, r1 launch-day coverage)
2025-01-27 – 2025-02 — the panic (critical): the panic — a ~$589–600b nvidia session, war rooms, the jevons counter, a $1b–$150b valuation debate, and the first bans inside ten days. (sources: nvidia −17%/−$600b single-biggest one-day loss, strengthened our conviction, feb-2025 valuation-range debate ($1b vs $150b), garante block order)
2025-02 – 2025-12 — the scrutiny (critical): the scrutiny year — distillation claims, the commerce probe and smuggling cases, layered-censorship findings, passports and investor screening, the failed ascend run, and the stalled r2. (sources: commerce probe, the information: passports held by high-flyer, censorship embedded in base model, ft: ascend training failure delayed r2, deepseek-r2 launch stalled; ceo balks)
2026– — the incumbent (mixed): the normalization — peer review in nature, the 'second deepseek moment' frame applied to rivals, the first external raise, v4, and ipo-prep coverage. the disruptor is covered as an incumbent. (sources: r1 peer-reviewed, second deepseek moment — kimi k2, the $74b raise and star ipo prep, up-to-12x cache-hit hike, one-year retrospective)

AI-drafted at Ben Guo's direct request and credited to Hraness; every claim links to its cataloged source.

Canonical page: https://hraness.com/deepseek/coverage

Original source occurrences

top-16 chinese open-source list · eu.36kr.com · 2025-07 (month) · original ID: src-ci-36kr-chinese-players · Other public citations of this URL
top-16 chinese open-source list; arena standings
tsarynny: direct path to the prc claim · abcnews.com · 2025-02 (month) · original ID: src-ci-abc-feroot · Other public citations of this URL
tsarynny: "direct path to the prc" claim
7-10 months older… on-trend · darioamodei.com · 2025-01-29 (day) · original ID: src-ci-amodei-essay · Other public citations of this URL
"7-10 months older… on-trend"; controls more important
obfuscated code→china mobile infra (feroot) · associated press · 2025-02 (month) · original ID: src-ci-ap-chinamobile · Other public citations of this URL
obfuscated code→china mobile infra (feroot)
bipartisan bill coverage · associated press · 2025-02-07 (day) · original ID: src-ci-ap-deepseek-bill · Other public citations of this URL
bipartisan bill coverage
3des hardcoded keys · arstechnica.com · 2025-02-07 (day) · original ID: src-ci-arstechnica-nowsecure · Other public citations of this URL
3des hardcoded keys; bytedance servers
censorship embedded in base model · doi.org · 2025-05 (month) · original ID: src-ci-arxiv-r1dacted · Other public citations of this URL
censorship embedded in base model; transfers to distills
inappropriately distilled quote · axios · 2025-01-29 (day) · original ID: src-ci-axios-distillation · Other public citations of this URL
"inappropriately distilled" quote
r1 in azure ai foundry + github catalog · azure.microsoft.com · 2025-01-29 (day) · original ID: src-ci-azure-r1 · Other public citations of this URL
r1 in azure ai foundry + github catalog
war-room reporting reference · bgr.com · 2025-01 (month) · original ID: src-ci-bgr-meta · Other public citations of this URL
war-room reporting reference
app-store #1 corroboration · business insider · 2025-01-27 (day) · original ID: src-ci-bi-appstore · Other public citations of this URL
app-store #1 corroboration
leaked all-hands · business insider · 2025-01-30 (day) · original ID: src-ci-bi-zuckerberg-allhands · Other public citations of this URL
leaked all-hands; "fortunately, they published"
$6m… single, pristine training run · boozallen.com · 2025 (year) · original ID: src-ci-boozallen-primer · Other public citations of this URL
"$6m… single, pristine training run"; unverified conversational ability
liangs preface to zuckermans simons book (2021) · businesstimes.com.sg · 2025 (year) · original ID: src-ci-businesstimes-hedgefund · Other public citations of this URL
liang's preface to zuckerman's simons book (2021)
sheehan/winter-levy · carnegieendowment.org · 2025-01-28 (day) · original ID: src-ci-carnegie-chips-explainer · Other public citations of this URL
sheehan/winter-levy; marginal-cost caveat; controls→creativity
chinatalk translation · chinatalk.media · 2025-01 (month) · original ID: src-ci-chinatalk-interview · Other public citations of this URL
chinatalk translation; price-war "catfish" q&a; no-vc stance
100% harmbench asr · blogs.cisco.com · 2025-01-31 (day) · original ID: src-ci-cisco-security · Other public citations of this URL
100% harmbench asr; cisco+penn
navy all-hands ban email · cnbc · 2025-01-28 (day) · original ID: src-ci-cnbc-navy · Other public citations of this URL
navy all-hands ban email
bill context · computerweekly.com · 2025-02 (month) · original ID: src-ci-computerweekly-bill · Other public citations of this URL
bill context; australia/taiwan references
nvidia −17%/$593b · computerweekly.com · 2025-01-28 (day) · original ID: src-ci-computerweekly-sputnik · Other public citations of this URL
nvidia −17%/$593b; "priced for perfection"
h.r.1121, the no-deepseek-on-government-devices act · congress.gov · 2025-02-07 (day) · original ID: src-ci-congress-hr1121 · Other public citations of this URL
h.r.1121 text; covers high-flyer successors
energy-efficiency paradox · theconversation.com · 2025-02 (month) · original ID: src-ci-conversation-jevons · Other public citations of this URL
energy-efficiency paradox
apples-to-oranges cost accounting · creativestrategies.com · 2025-02 (month) · original ID: src-ci-creativestrategies-myths · Other public citations of this URL
apples-to-oranges cost accounting; altman/amodei figure scoping
full 36kr dark surge q&as · crossingriver.substack.com · 2023-05 (month) · original ID: src-ci-crossingriver-interviews · Other public citations of this URL
full 36kr "dark surge" q&as; contributor-not-freerider quotes
$420m high-flyer funding · cyberscoop.com · 2025-04-17 (day) · original ID: src-ci-cyberscoop-house · Other public citations of this URL
$420m high-flyer funding; semianalysis 60k chips figure
v2 (2024-05-06): ¥1/m input · followin.io · 2025 (year) · original ID: src-ci-followin-pricewar · Other public citations of this URL
v2 (2024-05-06): ¥1/m input; 1/70th gpt-4 turbo; "pinduoduo of ai"
ais sputnik moment post · fortune · 2025-01-27 (day) · original ID: src-ci-fortune-andreessen-sputnik · Other public citations of this URL
"ai's sputnik moment" post; pre-market nvidia −10%
nadellas jevons post verbatim · fortune · 2025-01-27 (day) · original ID: src-ci-fortune-jevons · Other public citations of this URL
nadella's jevons post verbatim
baby-bumps/lobsters dispute · fortune · 2025-05-02 (day) · original ID: src-ci-fortune-talltales · Other public citations of this URL
baby-bumps/lobsters dispute
the garante order: totally insufficient · garanteprivacy.it · 2025-01-30 (day) · original ID: src-ci-garante-press · Other public citations of this URL
order text; "totally insufficient" response
full provision · garanteprivacy.it · 2025-01-30 (day) · original ID: src-ci-garante-provvedimento · Other public citations of this URL
full provision; app-store removal noted
nadella context · geekwire.com · 2025-01-27 (day) · original ID: src-ci-geekwire-jevons · Other public citations of this URL
nadella context; ives pushback
five alarm national security fire · gottheimer.house.gov · 2025-02-06 (day) · original ID: src-ci-gottheimer-release · Other public citations of this URL
"five alarm national security fire"; china mobile claim
refusal string verbatim · theguardian.com · 2025-01-28 (day) · original ID: src-ci-guardian-tiananmen · Other public citations of this URL
refusal string verbatim
synthesis of both interviews · harrywang.me · 2025 (year) · original ID: src-ci-harrywang-interview · Other public citations of this URL
synthesis of both interviews; "madly ambitious, madly sincere"
deepseek unmasked · chinaselectcommittee.house.gov · 2025-04-16 (day) · original ID: src-ci-house-select-report · Other public citations of this URL
"deepseek unmasked"; 4 findings incl. china mobile backend
the $74b raise and star ipo prep · hindustantimes.com · 2026-09 (month) · original ID: src-ci-ht-valuation · Other public citations of this URL
$74b raise; $7.4b; catl/tencent investors; star ipo prep
secondary summary of caisi findings · itdoeswhatnow.com · 2025-09-30 (day) · original ID: src-ci-idwn-caisi · Other public citations of this URL
secondary summary of caisi findings
optimization not revolution counter-take · ifri.org · 2025 (year) · original ID: src-ci-ifri-deepseek-moment · Other public citations of this URL
"optimization not revolution" counter-take; 143 employees
elicit pro-ccp bias flag · independent.co.uk · 2025-01 (month) · original ID: src-ci-independent-censorship · Other public citations of this URL
elicit "pro-ccp bias" flag
closed-source moat is short-lived quote · jiexu.substack.com · 2025 (year) · original ID: src-ci-jiexu-interview · Other public citations of this URL
"closed-source moat is short-lived" quote
service resumes after ~2 months · koreaherald.com · 2025-04-28 (day) · original ID: src-ci-koreaherald-resume · Other public citations of this URL
service resumes after ~2 months
prompts→volcano engine · koreajoongangdaily.com · 2025-04-24 (day) · original ID: src-ci-koreajoongang-pipc · Other public citations of this URL
prompts→volcano engine; stop 04-10; corrective order
device fingerprinting · krebsonsecurity.com · 2025-02 (month) · original ID: src-ci-krebs-privacy · Other public citations of this URL
device fingerprinting; deanonymization risk
analogy critique · lcfi.ac.uk · 2025 (year) · original ID: src-ci-lcfi-sputnik · Other public citations of this URL
analogy critique; alphago/chatgpt prior "sputniks"
k2 thinking beats gpt-5 on hle/browsecomp · linkedin · 2025-11-07 (day) · original ID: src-ci-linkedin-kimi · Other public citations of this URL
k2 thinking beats gpt-5 on hle/browsecomp; huang "nanoseconds behind"
srinivas: us/eu-hosted, uncensored · mspoweruser.com · 2025-01-27 (day) · original ID: src-ci-mspoweruser-perplexity · Other public citations of this URL
srinivas: us/eu-hosted, uncensored
singapore mti statement · mti.gov.sg · 2025-02 (month) · original ID: src-ci-mti-singapore · Other public citations of this URL
singapore mti statement
cn vs us media framing study · nature.com · 2026 (year) · original ID: src-ci-nature-discourse · Other public citations of this URL
cn vs us media framing study
$294k r1 training cost disclosed · nature.com · 2025-09-17 (day) · original ID: src-ci-nature-secrets · Other public citations of this URL
$294k r1 training cost disclosed; first major peer-reviewed llm
real-time self-censoring observations · nbcnews.com · 2025-01-28 (day) · original ID: src-ci-nbc-censorship · Other public citations of this URL
real-time self-censoring observations
wake-up call/positive development · nbcnews.com · 2025-01-27 (day) · original ID: src-ci-nbc-trump-wakeup · Other public citations of this URL
"wake-up call"/"positive development"; sacks quote
press release · nist.gov · 2025-09-30 (day) · original ID: src-ci-nist-caisi-eval · Other public citations of this URL
press release; lutnick quote via mlex
$600b nvidia loss · npr.org · 2025-01-28 (day) · original ID: src-ci-npr-sputnik · Other public citations of this URL
$600b nvidia loss; h800/2000-gpu/$5.6m; early cost skepticism
openai reviewing evidence · the new york times · 2025-01-29 (day) · original ID: src-ci-nyt-openai-harvest · Other public citations of this URL
openai reviewing evidence; tos distillation ban
distilled r1-8b failures · blog.qualys.com · 2025-01-31 (day) · original ID: src-ci-qualys-jailbreak · Other public citations of this URL
distilled r1-8b failures
singapore charges three with fraud · reuters · 2025-02-28 (day) · original ID: src-ci-reuters-singapore-fraud · Other public citations of this URL
3 charged; media link to deepseek chip flow
openai-distillation denial in referee exchange · scientificamerican.com · 2025-09 (month) · original ID: src-ci-sciam-secrets · Other public citations of this URL
openai-distillation denial in referee exchange; h800 main
distillation industry-common · scmp.com · 2025-01-30 (day) · original ID: src-ci-scmp-distillation · Other public citations of this URL
distillation industry-common; deepseek hasn't admitted
one-year retrospective · scmp.com · 2026-01 (month) · original ID: src-ci-scmp-year-on · Other public citations of this URL
one-year retrospective; kevin xu quote
o1 26% vs r1 100% comparison · securityweek.com · 2025-02-04 (day) · original ID: src-ci-securityweek-jailbreak · Other public citations of this URL
o1 26% vs r1 100% comparison
up-to-12x cache-hit hike · en.sedaily.com · 2026-08-14 (day) · original ID: src-ci-sedaily-price-hike · Other public citations of this URL
up-to-12x cache-hit hike; peak/off-peak split; ipo context
notes essay omits open-weights point · simonwillison.net · 2025-01-29 (day) · original ID: src-ci-simonwillison-amodei · Other public citations of this URL
notes essay omits open-weights point
the teardown: $5.576m real but narrow · theteardown.co · 2026 (year) · original ID: src-ci-teardown · Other public citations of this URL
teardown: $5.576m real-but-narrow; doubao overtook; r2 slipped; v4 trails 3–6 mo
coverage of amodei essay · techcrunch · 2025-01-29 (day) · original ID: src-ci-techcrunch-amodei · Other public citations of this URL
coverage of amodei essay
coverage of wiz finding · techcrunch · 2025-01-30 (day) · original ID: src-ci-techcrunch-database · Other public citations of this URL
coverage of wiz finding
hundreds of billions capex pledge · techcrunch · 2025-01-29 (day) · original ID: src-ci-techcrunch-zuck · Other public citations of this URL
"hundreds of billions" capex pledge
doubao at ¥0.0008/1k tokens; 99.3% cut · techflowpost.com · 2024-05 (month) · original ID: src-ci-techflow-doubao · Other public citations of this URL
doubao ¥0.0008/1k tokens; 99.3% cut; sector-wide price war
semianalysis figures amplified · techspot.com · 2025-02-03 (day) · original ID: src-ci-techspot-16b · Other public citations of this URL
semianalysis figures amplified
the significant price-rise warning · the next web · 2026 (year) · original ID: src-ci-tnw-price-rise · Other public citations of this URL
the "significant" price-rise warning
ny/va/or/nc state actions · tomsguide.com · 2025-02-17 (day) · original ID: src-ci-tomsguide-bans · Other public citations of this URL
ny/va/or/nc state actions
customs-documented cases · tomshardware.com · 2025-05-01 (day) · original ID: src-ci-tomshardware-lobsters · Other public citations of this URL
customs-documented cases
singapore share of nvidia revenue 9%→22% · tomshardware.com · 2025-02 (month) · original ID: src-ci-tomshardware-singapore · Other public citations of this URL
singapore share of nvidia revenue 9%→22%
the chinese open-weights landscape · turingpost.com · 2025 (year) · original ID: src-ci-turingpost-chinesemodels · Other public citations of this URL
kimi k2/r1/qwen3/glm-4.5 comparative landscape
deceptive delight/bad likert/crescendo bypasses · origin-unit42.paloaltonetworks.com · 2025-02 (month) · original ID: src-ci-unit42-jailbreak · Other public citations of this URL
deceptive delight/bad likert/crescendo bypasses
r1 launch-day coverage · venturebeat · 2025-01-20 (day) · original ID: src-ci-venturebeat-r1 · Other public citations of this URL
r1 launch-day coverage; vendor benchmark claims
openai evidence claim · the verge · 2025-01-29 (day) · original ID: src-ci-verge-distillation · Other public citations of this URL
openai evidence claim; msft api exfiltration; sacks quote
strengthened our conviction · the verge · 2025-01-29 (day) · original ID: src-ci-verge-zuckerberg · Other public citations of this URL
"strengthened our conviction"; inference compute
app-layer vs in-weights censorship layers · wired · 2025-01 (month) · original ID: src-ci-wired-censorship · Other public citations of this URL
app-layer vs in-weights censorship layers
didnt stop a single one · wired · 2025-01-31 (day) · original ID: src-ci-wired-jailbreak · Other public citations of this URL
"didn't stop a single one"; sampath quote
wired origin story · nehtus · 2025-01 (month) · original ID: src-ci-wired-made-model · Other public citations of this URL
wired origin story; liang "never funding, but export control" quote; epoch ai 1/10 compute
open clickhouse · wiz.io · 2025-01-29 (day) · original ID: src-ci-wiz-database · Other public citations of this URL
open clickhouse; >1m log lines; chat history+keys
second deepseek moment — kimi k2 · xpert.digital · 2025-07-21 (day) · original ID: src-ci-xpert-kimi · Other public citations of this URL
"second deepseek moment" — kimi k2
post-mortem of the january panics narrative factors · thezvi.substack.com · 2025-05 (month) · original ID: src-ci-zvi-r1-0528 · Other public citations of this URL
post-mortem of the january panic's "narrative factors"
first-ever liang interview · m.36kr.com · 2023-05-24 (day) · original ID: src-hp-36kr-interview1 · Other public citations of this URL
first-ever liang interview; naming of 深度求索; gpu ladder quote; funding logic
the canonical techno-idealism interview (于丽丽/暗涌) · 36kr.com · 2024-07-17 (day) · original ID: src-hp-36kr-interview2 · Other public citations of this URL
the canonical "techno-idealism" interview (于丽丽/暗涌)
which countries have banned deepseek and why · aljazeera.com · 2025-02-06 (day) · original ID: src-hp-aljazeera-bans · Other public citations of this URL
nasa jan-31; australia feb-4; korea ministries
allen's house testimony: the $5.576m math · republicans-science.house.gov · 2025 (year) · original ID: src-hp-allen-testimony · Other public citations of this URL
csis's allen house testimony: $5.576m math; oct-7-2022 controls; h800 workaround history
anthropics own account: 24k accts/16m exchanges · anthropic · 2026-02-23 (day) · original ID: src-hp-anthropic · Other public citations of this URL
anthropic's own account: 24k accts/16m exchanges; ds 150k+
texas first state-level ban · associated press · 2025-01-31 (day) · original ID: src-hp-ap-texas · Other public citations of this URL
texas first state-level ban
state dept official allegation · asiatimes.com · 2025-06-25 (day) · original ID: src-hp-asiatimes · Other public citations of this URL
state dept official allegation; wang 50k-h100 claim; nvidia "lawfully acquired h800"; v3=2048 h800s
accusation coverage · bloomberg · 2026-02-23 (day) · original ID: src-hp-bloomberg-anthropic · Other public citations of this URL
accusation coverage
v4 delayed for ascend-tuned stack (yuyuantantian) · bloomberg · 2026-04-26 (day) · original ID: src-hp-bloomberg-v4delay · Other public citations of this URL
v4 delayed for ascend-tuned stack (yuyuantantian)
feb-2025 valuation-range debate ($1b vs $150b) · bloomberg · 2025-02-10 (day) · original ID: src-hp-bloomberg-wealth-feb · Other public citations of this URL
feb-2025 valuation-range debate ($1b vs $150b)
nvidia −17%/−$600b single-biggest one-day loss · wayback machine · 2025-01-27 (day) · original ID: src-hp-cbs-nvidia · Other public citations of this URL
nvidia −17%/−$600b "single-biggest one-day loss"; ives $8b liang assets
the anthropic distillation figures · cnbc · 2026-02-24 (day) · original ID: src-hp-cnbc-anthropic · Other public citations of this URL
minimax 13m / moonshot 3.4m / ds 150k; openai letter earlier in feb
nasa memo verbatim · cnbc · 2025-01-31 (day) · original ID: src-hp-cnbc-nasa · Other public citations of this URL
nasa memo verbatim; navy email late jan
may-8 round launch · coinlive.com · 2026-05 (month) · original ID: src-hp-coinlive-funding · Other public citations of this URL
may-8 round launch; liang's rmb 20b; ff1/ff2 cost figures; ~84% control
~130 ds / ~200 hf staff · the-decoder.com · 2025-03 (month) · original ID: src-hp-decoder-travel · Other public citations of this URL
~130 ds / ~200 hf staff; wsj us-travel warning
the forbes liang profile: $39.8b · forbes · 2026-09 (month) · original ID: src-hp-forbes-liang · Other public citations of this URL
$39.8b; "$7.4b raised june 2026 at $52b"
jan-27 selloff · fortune · 2025-01-27 (day) · original ID: src-hp-fortune · Other public citations of this URL
jan-27 selloff; app #1; andreessen quote
openai/ft evidence claim · gizmodo.com · 2025-01-29 (day) · original ID: src-hp-gizmodo-distill · Other public citations of this URL
openai/ft evidence claim; sacks "substantial evidence"; microsoft api flag
huang–liang meeting · theguardian.com · 2025-04-17 (day) · original ID: src-hp-guardian-huang · Other public citations of this URL
huang–liang meeting; house committee letter to nvidia
alternate sizing (≥$300m / ≥$10b) — conflicts · htx.com · 2026 (year) · original ID: src-hp-htx-funding · Other public citations of this URL
alternate sizing (≥$300m / ≥$10b) — conflicts; included for completeness
ft detail: compliant next-gen chip designs discussed · irishtimes.com · 2025-04-17 (day) · original ID: src-hp-irishtimes-huang · Other public citations of this URL
ft detail: compliant next-gen chip designs discussed
deepseek on linkedin: the $7.4b round · linkedin · 2026-09 (month) · original ID: src-hp-linkedin-ds · Other public citations of this URL
$7.4b venture round 2026-06-01; hiring/alumni flows
r1 peer-reviewed · nature.com · 2025-09-17 (day) · original ID: src-hp-nature-r1 · Other public citations of this URL
r1 peer-reviewed; nature 645:633–638; received feb-14, accepted jul-17
v4 report ~300 authors · newsglobenow.com · 2026 (year) · original ID: src-hp-newsglobe-departures · Other public citations of this URL
v4 report ~300 authors; 10 flagged departed; destinations
how deepseek trained on crippled hardware · nextplatform.com · 2025-01-27 (day) · original ID: src-hp-nextplatform · Other public citations of this URL
v3 671b/37b, 14.8t tokens; h800 analysis
commerce probe · reuters · 2025-01-31 (day) · original ID: src-hp-reuters-chips · Other public citations of this URL
commerce probe; singapore/malaysia/uae smuggling tracking; h800 legal in 2023
garante block order · reuters · 2025-01-30 (day) · original ID: src-hp-reuters-italy · Other public citations of this URL
garante block order
one of nine speakers · reuters · 2025-01-28 (day) · original ID: src-hp-reuters-liang · Other public citations of this URL
one of nine speakers; >rmb 100b end-2021 aum
ft: ascend training failure delayed r2 · reuters · 2025-08-14 (day) · original ID: src-hp-reuters-r2ft · Other public citations of this URL
ft: ascend training failure delayed r2
deepseek-r2 launch stalled; ceo balks · reuters · 2025-06-26 (day) · original ID: src-hp-reuters-r2june · Other public citations of this URL
r2 stalled; liang unsatisfied; planned may
jan-20 li qiang symposium · scmp.com · 2025-01-21 (day) · original ID: src-hp-scmp-liqiang · Other public citations of this URL
jan-20 li qiang symposium
~50k hopper-class estimate (10k h800 + 10k h100 + h20 orders) · newsletter.semianalysis.com · 2025-01-31 (day) · original ID: src-hp-semianalysis · Other public citations of this URL
~50k hopper-class estimate (10k h800 + 10k h100 + h20 orders); >$500m; shared hf/ds resources
departures list incl · substack · 2026 (year) · original ID: src-hp-sinocism-departures · Other public citations of this URL
departures list incl. guo daya (apr 2026), grpo, 37k citations
feb-17 xi symposium confirmed via yuyuantantian · thestandard.com.hk · 2025-02-17 (day) · original ID: src-hp-standard-xi · Other public citations of this URL
feb-17 xi symposium confirmed via yuyuantantian
#1 us app store jan 26 · techcrunch · 2025-01-27 (day) · original ID: src-hp-techcrunch-appstore · Other public citations of this URL
#1 us app store jan 26; 51 countries (appfigures)
italy/taiwan/navy/texas ban roundup · techcrunch · 2025-02-03 (day) · original ID: src-hp-techcrunch-bans · Other public citations of this URL
italy/taiwan/navy/texas ban roundup
travel curbs + zhejiang investor screening · techcrunch · 2025-03-14 (day) · original ID: src-hp-techcrunch-watch · Other public citations of this URL
travel curbs + zhejiang investor screening
pre-meeting reporting (bloomberg) · techcrunch · 2025-02-14 (day) · original ID: src-hp-techcrunch-xi · Other public citations of this URL
pre-meeting reporting (bloomberg)
v3 launch 12/26/24 · news.qq.com · 2025-01-06 (day) · original ID: src-hp-tencent-quant · Other public citations of this URL
v3 launch 12/26/24; schmidt quote; aum 200–300亿 claim; ff1/ff2 figures
censorship-safe prompt detail · the verge · 2026-02-23 (day) · original ID: src-hp-verge-anthropic · Other public citations of this URL
"censorship-safe" prompt detail; openai letter quote
>$500b nvidia loss · the verge · 2025-01 (month) · original ID: src-hp-verge-deepseek · Other public citations of this URL
>$500b nvidia loss; r1 $5.6m claim; "agi" liang quote
the information: passports held by high-flyer · the verge · 2025-03 (month) · original ID: src-hp-verge-passports · Other public citations of this URL
the information: passports held by high-flyer
full-text mirror used for verbatim quotes · wallstreetcn.com · 2024-07-18 (day) · original ID: src-hp-wallstreetcn-interview2 · Other public citations of this URL
full-text mirror used for verbatim quotes
letting research reports speak · tthmx.com · 2025-02-25 (day) · original ID: src-hp-xinhua-office · Other public citations of this URL
"letting research reports speak"; api pricing change note

Structured research records

what the $5.576m bought · deepseek-coverage-controversies · 2025-01 – 2026 (approximate)

Original location · source-e872dc6ccf63b13c8dd0 · source-c77062a9c11c856e99be · source-727d13d1c8dfb8c6581b · source-630f0b856ba1b991f39d

Original structured fields

{
  "date": "2025-01 – 2026",
  "detail": "the $5.576m misreading — the v3 report's figure is one final pre-training run (2.788m h800 gpu-hours at an assumed $2/hour), not the v3 or r1 program cost. 'r1 cost $6m to train' propagated anyway; the teardown literature had to keep re-anchoring the number.",
  "id": "cty-cost-question",
  "reaction": "allen's house testimony and the postmortems re-scope the figure; the $294k rl-stage disclosure in the nature paper adds a second, separately-scoped number.",
  "sourceIds": [
    "src-hp-allen-testimony",
    "src-ci-teardown",
    "src-ci-creativestrategies-myths",
    "src-hp-nature-r1"
  ],
  "title": "what the $5.576m bought"
}

the distillation question · deepseek-coverage-controversies · 2025-01 – 2026-02 (approximate)

Original location · source-97ebc36ff61ea197d79e · source-164d8ac756a762971c11 · source-b4ac148cda6f6bc0f6db · source-0b982e240bdab4f3f960 · source-840127c7893c14472a1d · source-3d4d8a0bee292fa768ad

Original structured fields

{
  "date": "2025-01 – 2026-02",
  "detail": "the distillation accusation — openai told the ft it had evidence; microsoft reportedly flagged suspicious api exfiltration in fall 2024; sacks claimed 'substantial evidence.' no public technical evidence was published. in february 2026 anthropic released its own figures — ~24k fraudulent accounts, ~150k+ claude exchanges attributed to deepseek — the most detailed account to date, still one-sided.",
  "id": "cty-distillation",
  "reaction": "deepseek's on-record position, in the nature referee exchange: r1 was not trained on openai-generated reasoning examples, while conceding the base model ingests web ai-content like every llm.",
  "sourceIds": [
    "src-ci-axios-distillation",
    "src-ci-verge-distillation",
    "src-ci-nyt-openai-harvest",
    "src-hp-anthropic",
    "src-ci-sciam-secrets",
    "src-ci-scmp-distillation"
  ],
  "title": "the distillation question"
}

where did the gpus come from · deepseek-coverage-controversies · 2025-01 – 2025-08 (approximate)

Original location · source-45166d23487b0b8a121a · source-6459f08309e1cb36eec8 · source-4cf6979345dfe7818ae0 · source-040be4727c0bb6fe154c · source-c8ed69e1fb91fd9f4607

Original structured fields

{
  "date": "2025-01 – 2025-08",
  "detail": "the chip-sourcing question — ~10,000 a100s are documented (bought pre-controls); the 2,048 h800s in the v3 run are self-reported; semianalysis estimates ~50,000 hopper-class gpus accessible; singapore charged three men over smuggled servers; a state-department official alleged military linkage. nvidia's position: its customers acquired chips lawfully.",
  "id": "cty-chip-sourcing",
  "reaction": "each layer of the inventory claim carries a different evidence class — registry/paper, self-report, analyst estimate, and prosecutor allegation — and the dossier keeps them separate.",
  "sourceIds": [
    "src-hp-semianalysis",
    "src-hp-reuters-chips",
    "src-ci-reuters-singapore-fraud",
    "src-ci-tomshardware-singapore",
    "src-hp-asiatimes"
  ],
  "title": "where did the gpus come from"
}

three kinds of censorship · deepseek-coverage-controversies · 2025-01 – 2025-09 (approximate)

Original location · source-269e44b97a27f13d4a6d · source-bcb45eb0a02736193b41 · source-05fefa7a50d4484a55cc · source-ce5dd7bcec68c19fbffa · source-0bee6f5d3715d0e568bf · source-d6ae935272f77372eef4

Original structured fields

{
  "date": "2025-01 – 2025-09",
  "detail": "the censorship layering — app-level refusal strings, real-time self-censoring streams, in-weights tendencies (r1dacted, caisi), and hosted-serving behavior are different claims; perplexity's uncensored us-hosted r1 demonstrated the serving layer matters.",
  "id": "cty-censorship",
  "reaction": "the dossier treats each layer separately — serving behavior is not a weights property, and a weights tendency is not identical to the app's refusals.",
  "sourceIds": [
    "src-ci-guardian-tiananmen",
    "src-ci-nbc-censorship",
    "src-ci-wired-censorship",
    "src-ci-arxiv-r1dacted",
    "src-ci-nist-caisi-eval",
    "src-ci-mspoweruser-perplexity"
  ],
  "title": "three kinds of censorship"
}

the security pile-on · deepseek-coverage-controversies · 2025-01 – 2025-02 (approximate)

Original location · source-22ec8b254764c62f11cf · source-7e5c8683c9f9b5942504 · source-4f45e4687e83369b5ab1 · source-9f7df356241d0485b4e6 · source-bf729d14a8798e20d504

Original structured fields

{
  "date": "2025-01 – 2025-02",
  "detail": "the security week — an open clickhouse database with chat history and api secrets (wiz), 100% harmbench attack-success (cisco), hardcoded 3des keys (nowsecure), device fingerprinting (krebs), and a reported path to china mobile infrastructure (feroot).",
  "id": "cty-security",
  "reaction": "the database was secured after disclosure; the findings stand as the fastest security scrutiny any lab has received.",
  "sourceIds": [
    "src-ci-wiz-database",
    "src-ci-cisco-security",
    "src-ci-arstechnica-nowsecure",
    "src-ci-krebs-privacy",
    "src-ci-abc-feroot"
  ],
  "title": "the security pile-on"
}

the valuation fog · deepseek-coverage-controversies · 2025-02 – 2026-09 (approximate)

Original location · source-871d756a25d910b205f4 · source-ca85b2ff5150e3972003 · source-57ada118f0be92e7f754 · source-0a9bdb9b3665e7d9c33b · source-54aa0a3bcc4a437dc446

Original structured fields

{
  "date": "2025-02 – 2026-09",
  "detail": "the valuation fog — february 2025 guesses ran ~$1b to $150b; the 2026 round reports conflict: ~rmb 300b (~$45b) at open, ~$52b per forbes, and higher headline figures elsewhere; htx reported a much smaller ≥$300m / ≥$10b sizing. liang's own injection (up to rmb 20b) and the state-capital lead are reported, not filed.",
  "id": "cty-valuation",
  "reaction": "no filing exists; every figure in the round coverage is reported. the dossier keeps the conflicting numbers rather than picking one.",
  "sourceIds": [
    "src-hp-bloomberg-wealth-feb",
    "src-hp-coinlive-funding",
    "src-hp-forbes-liang",
    "src-hp-htx-funding",
    "src-hp-linkedin-ds"
  ],
  "title": "the valuation fog"
}

the 暗涌 interviews · deepseek-coverage-items · 2023-05 – 2024-07 (approximate)

Original location · source-efa0692993921a3028da · source-cc78c96391c3e86d1353 · source-cc6735c2024da6f35348 · source-8b0b9214abda7de112a3 · source-d5cb4cfc5962defde1aa · source-4d577e4d30a10a9285c3

Original structured fields

{
  "author": "于丽丽 / 暗涌",
  "date": "2023-05 – 2024-07",
  "gist": "the two 36kr/暗涌 interviews are the discovery coverage — 'a hidden ai giant' (2023) then 'a more extreme chinese techno-idealism story' (2024). after the shock, chinatalk, crossing river, and jiexu translate them into english and they become the most-cited chinese ai texts in the world.",
  "id": "cov-36kr-interviews",
  "publisher": "36kr / chinatalk / crossing river",
  "section": "discovery",
  "sentiment": "positive",
  "sourceIds": [
    "src-hp-36kr-interview1",
    "src-hp-36kr-interview2",
    "src-ci-chinatalk-interview",
    "src-ci-crossingriver-interviews",
    "src-ci-jiexu-interview",
    "src-ci-harrywang-interview"
  ],
  "title": "the 暗涌 interviews",
  "traction": "english translations circulate after r1",
  "url": "https://m.36kr.com/p/2272896094586500"
}

the price war the west missed · deepseek-coverage-items · 2024-05 (month)

Original location · source-54ad8e7f8f40e587fd3b · source-8f8e04bcafafcb1612f5

Original structured fields

{
  "author": null,
  "date": "2024-05",
  "gist": "v2's ~rmb-1-per-million-token pricing ignites china's llm price war — bytedance's doubao answers at ¥0.0008/1k tokens (a 99.3% cut) and alibaba, baidu, and tencent follow. the coverage is chinese and trade-scale; the west hasn't noticed the lab yet.",
  "id": "cov-pricewar",
  "publisher": "chinese tech press",
  "section": "discovery",
  "sentiment": "mixed",
  "sourceIds": [
    "src-ci-followin-pricewar",
    "src-ci-techflow-doubao"
  ],
  "title": "the price war the west missed",
  "traction": "80–97% price cuts across the chinese majors",
  "url": "https://www.techflowpost.com/article/detail_17830.html"
}

crippled hardware, frontier model · deepseek-coverage-items · 2025-01 (month)

Original location · source-871c8b76f2f2c04d0243 · source-7cf1105593c45578fcd5 · source-442faa082b0dea8ea84c

Original structured fields

{
  "author": null,
  "date": "2025-01",
  "gist": "v3's technical-report coverage — 'how deepseek trained a frontier model on crippled hardware' — is the trade-press tell that something moved in december. the $5.576m figure enters circulation here, scoped correctly at first.",
  "id": "cov-v3-notice",
  "publisher": "the next platform et al.",
  "section": "discovery",
  "sentiment": "positive",
  "sourceIds": [
    "src-hp-nextplatform",
    "src-hp-tencent-quant",
    "src-hp-wallstreetcn-interview2"
  ],
  "title": "crippled hardware, frontier model",
  "traction": null,
  "url": "https://www.nextplatform.com"
}

the sputnik post · deepseek-coverage-items · 2025-01-24 (day)

Original location · source-eb0530f652724b11a686 · source-f2b8dbbcb90f9e6999bb · source-603520e3ad8e00975554

Original structured fields

{
  "author": null,
  "date": "2025-01-24",
  "gist": "andreessen's 'sputnik moment' post becomes the frame for everything after — 'a profound gift to the world.' within days the analogy is being critiqued for its premises.",
  "id": "cov-sputnik",
  "publisher": "fortune / npr",
  "section": "awe",
  "sentiment": "positive",
  "sourceIds": [
    "src-ci-fortune-andreessen-sputnik",
    "src-ci-npr-sputnik",
    "src-hp-cbs-nvidia"
  ],
  "title": "the sputnik post",
  "traction": "the defining metaphor of january",
  "url": "https://fortune.com"
}

#1 over chatgpt · deepseek-coverage-items · 2025-01-26 (day)

Original location · source-eb68c3401337847764c9 · source-4e3b95c8858a12e31260 · source-570de5d218b704a28f39

Original structured fields

{
  "author": null,
  "date": "2025-01-26",
  "gist": "the app-store coverage — deepseek passes chatgpt at #1 in the us and tops 51 other countries, with launch-day western coverage of the model itself framing it as an open-weights event.",
  "id": "cov-appstore",
  "publisher": "techcrunch / business insider / venturebeat",
  "section": "awe",
  "sentiment": "positive",
  "sourceIds": [
    "src-hp-techcrunch-appstore",
    "src-ci-bi-appstore",
    "src-ci-venturebeat-r1"
  ],
  "title": "#1 over chatgpt",
  "traction": "#1 in 52 countries",
  "url": "https://techcrunch.com"
}

who built this · deepseek-coverage-items · 2025-01-28 (day)

Original location · source-acd114855923a69a2399 · source-520f0cfedc3eceb634c7

Original structured fields

{
  "author": null,
  "date": "2025-01-28",
  "gist": "wired's origin-story feature — the lab 'made' by a hedge fund — and the first wave of profiles that explain to western readers who built this.",
  "id": "cov-origin-profiles",
  "publisher": "wired",
  "section": "awe",
  "sentiment": "positive",
  "sourceIds": [
    "src-ci-wired-made-model",
    "src-ci-businesstimes-hedgefund"
  ],
  "title": "who built this",
  "traction": null,
  "url": "https://www.wired.com"
}

the crash · deepseek-coverage-items · 2025-01-27 (day)

Original location · source-603520e3ad8e00975554 · source-a184f77137aadd703aff · source-ca28d324af5bec0f8e34 · source-5df8546dc732b9b646bc · source-32188626a856ad81210d

Original structured fields

{
  "author": null,
  "date": "2025-01-27",
  "gist": "the crash coverage — nvidia −17%, ~$589–600b in a day, 'single-biggest one-day loss,' nasdaq −3.1%, ~$1t wiped. trump calls it 'a wake-up call' and 'a positive'; the market story and the policy story split from here.",
  "id": "cov-crash",
  "publisher": "cbs / fortune / verge / nbc",
  "section": "panic",
  "sentiment": "mixed",
  "sourceIds": [
    "src-hp-cbs-nvidia",
    "src-hp-fortune",
    "src-hp-verge-deepseek",
    "src-ci-nbc-trump-wakeup",
    "src-ci-computerweekly-sputnik"
  ],
  "title": "the crash",
  "traction": "~$1t market cap wiped",
  "url": "https://www.cbsnews.com"
}

the jevons counter · deepseek-coverage-items · 2025-01-27 (day)

Original location · source-40f64f5f75658008c84a · source-60f2f03632a0bdf7cb7e · source-e89a17f76c250337c2a8

Original structured fields

{
  "author": null,
  "date": "2025-01-27",
  "gist": "nadella posts the jevons-paradox counter — 'as ai gets more efficient and accessible, we will see its use skyrocket' — and the energy-economics debate follows: efficiency gains consumed by demand.",
  "id": "cov-jevons",
  "publisher": "fortune / geekwire / the conversation",
  "section": "panic",
  "sentiment": "mixed",
  "sourceIds": [
    "src-ci-fortune-jevons",
    "src-ci-geekwire-jevons",
    "src-ci-conversation-jevons"
  ],
  "title": "the jevons counter",
  "traction": null,
  "url": "https://fortune.com"
}

the war rooms · deepseek-coverage-items · 2025-01-29 (day)

Original location · source-d203ed4c6a4cc4f520b4 · source-571ed25e8316303fbf16 · source-8e8e2db66ac54b98564c · source-6bad155af102e2a008d1

Original structured fields

{
  "author": null,
  "date": "2025-01-29",
  "gist": "the meta war-room coverage — reports of scramble teams reverse-engineering r1, zuckerberg's leaked all-hands, and the 'hundreds of billions' capex pledge. the disruption story becomes an incumbent-defense story.",
  "id": "cov-war-room",
  "publisher": "the verge / techcrunch / business insider",
  "section": "panic",
  "sentiment": "mixed",
  "sourceIds": [
    "src-ci-verge-zuckerberg",
    "src-ci-bi-zuckerberg-allhands",
    "src-ci-techcrunch-zuck",
    "src-ci-bgr-meta"
  ],
  "title": "the war rooms",
  "traction": null,
  "url": "https://www.theverge.com"
}

on deepseek and export control · deepseek-coverage-items · 2025-01-29 (day)

Original location · source-f18704140ab505f86dab · source-8a5860c38f7109f4c862 · source-b6b74d4ff89c8c64d9ca

Original structured fields

{
  "author": "dario amodei",
  "date": "2025-01-29",
  "gist": "amodei's 'on deepseek and export control' essay — the 7–10-months-older, on-trend argument that r1 does not obviate export controls. simon willison's notes flag what the essay omits: the open-weights point.",
  "id": "cov-amodei",
  "publisher": "darioamodei.com / techcrunch",
  "section": "panic",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-amodei-essay",
    "src-ci-techcrunch-amodei",
    "src-ci-simonwillison-amodei"
  ],
  "title": "on deepseek and export control",
  "traction": "the incumbent counter-argument",
  "url": "https://darioamodei.com"
}

what is deepseek worth · deepseek-coverage-items · 2025-02-10 (day)

Original location · source-871d756a25d910b205f4

Original structured fields

{
  "author": null,
  "date": "2025-02-10",
  "gist": "the valuation-range debate — bloomberg surveys guesses from ~$1b to $150b for a company that had never taken outside money. nobody can price the whale.",
  "id": "cov-valuation-debate",
  "publisher": "bloomberg",
  "section": "panic",
  "sentiment": "mixed",
  "sourceIds": [
    "src-hp-bloomberg-wealth-feb"
  ],
  "title": "what is deepseek worth",
  "traction": "estimates ranged ~$1b to $150b",
  "url": "https://www.bloomberg.com"
}

the 50k-gpu estimate · deepseek-coverage-items · 2025-01-31 (day)

Original location · source-45166d23487b0b8a121a · source-c0c0e758a1678ec9c508

Original structured fields

{
  "author": null,
  "date": "2025-01-31",
  "gist": "semianalysis estimates ~50,000 hopper-class gpus accessible to deepseek — 10k h800s, 10k h100s, plus h20 orders — far beyond the 10k-a100 documented fleet. techspot amplifies the ~$1.6b-scale infrastructure reading.",
  "id": "cov-semianalysis",
  "publisher": "semianalysis / techspot",
  "section": "chips",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-semianalysis",
    "src-ci-techspot-16b"
  ],
  "title": "the 50k-gpu estimate",
  "traction": "estimate, not registry",
  "url": "https://newsletter.semianalysis.com"
}

the commerce probe · deepseek-coverage-items · 2025-01-31 (day)

Original location · source-6459f08309e1cb36eec8 · source-a2edb7dbe19387d1e64e

Original structured fields

{
  "author": null,
  "date": "2025-01-31",
  "gist": "reuters reports the us commerce department is probing whether deepseek used restricted chips; organized smuggling routes through malaysia, singapore, and the uae enter the coverage.",
  "id": "cov-commerce-probe",
  "publisher": "reuters",
  "section": "chips",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-reuters-chips",
    "src-ci-carnegie-chips-explainer"
  ],
  "title": "the commerce probe",
  "traction": null,
  "url": "https://www.reuters.com"
}

the smuggling trail · deepseek-coverage-items · 2025-02 (month)

Original location · source-4cf6979345dfe7818ae0 · source-e5057282758adff4e013 · source-040be4727c0bb6fe154c · source-3628ac24cdab4853978e · source-285182fbbc941f9986f6

Original structured fields

{
  "author": null,
  "date": "2025-02",
  "gist": "the smuggling trail hardens — singapore charges three men with fraud over server shipments containing nvidia gpus; singapore's share of nvidia revenue is reported climbing 9%→22%; customs-documented 'lobster' cases show chips mislabeled as other goods.",
  "id": "cov-smuggling",
  "publisher": "reuters / tom's hardware",
  "section": "chips",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-reuters-singapore-fraud",
    "src-ci-mti-singapore",
    "src-ci-tomshardware-singapore",
    "src-ci-tomshardware-lobsters",
    "src-ci-fortune-talltales"
  ],
  "title": "the smuggling trail",
  "traction": "three charged in singapore",
  "url": "https://www.reuters.com"
}

the h20 squeeze · deepseek-coverage-items · 2025-04 – 2025-06 (approximate)

Original location · source-99d38ad71029043a1912 · source-0c8806b4c4acca5c504c · source-c8ed69e1fb91fd9f4607

Original structured fields

{
  "author": null,
  "date": "2025-04 – 2025-06",
  "gist": "the h20 squeeze and the huang–liang meeting — the last compliant channel requires licenses, nvidia's ceo flies to beijing, and a state-department official's allegation that deepseek aided china's military adds the national-security layer.",
  "id": "cov-h20-state",
  "publisher": "the guardian / asia times",
  "section": "chips",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-guardian-huang",
    "src-hp-irishtimes-huang",
    "src-hp-asiatimes"
  ],
  "title": "the h20 squeeze",
  "traction": null,
  "url": "https://www.theguardian.com"
}

italy blocks first · deepseek-coverage-items · 2025-01-30 (day)

Original location · source-31502893283fb6b82c6e · source-bf657232984946fe5d7d · source-17dadc973dede06a87ae

Original structured fields

{
  "author": null,
  "date": "2025-01-30",
  "gist": "italy's garante orders deepseek blocked — the first national action — calling the company's response 'totally insufficient.'",
  "id": "cov-garante",
  "publisher": "reuters / garante",
  "section": "bans",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-reuters-italy",
    "src-ci-garante-press",
    "src-ci-garante-provvedimento"
  ],
  "title": "italy blocks first",
  "traction": "first national block",
  "url": "https://www.garanteprivacy.it"
}

the us cascade · deepseek-coverage-items · 2025-01-28 – 2025-02 (approximate)

Original location · source-1ab579cbc8a6bfba6160 · source-bcf7e07bb1f0ecda97b1 · source-64d67c7d629bd486c7d7 · source-2b417fca974ecf2bfb6c · source-050427121ba2bacaa5a1 · source-e2ee0a66b7621e218d85 · source-6e73069aab36a108fefd · source-0c516fdef924b581c31d

Original structured fields

{
  "author": null,
  "date": "2025-01-28 – 2025-02",
  "gist": "the us cascade — the navy's all-hands email, nasa's memo, texas's first state ban, then h.r.1121 (the 'no deepseek on government devices act') with gottheimer's 'five-alarm national-security fire' framing; state actions follow in new york, virginia, oregon, north carolina.",
  "id": "cov-us-bans",
  "publisher": "cnbc / ap / congress",
  "section": "bans",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-cnbc-navy",
    "src-hp-cnbc-nasa",
    "src-hp-ap-texas",
    "src-ci-congress-hr1121",
    "src-ci-gottheimer-release",
    "src-ci-ap-deepseek-bill",
    "src-ci-tomsguide-bans",
    "src-ci-computerweekly-bill"
  ],
  "title": "the us cascade",
  "traction": "a federal bill and state bans",
  "url": "https://www.congress.gov"
}

the ban map · deepseek-coverage-items · 2025-02 (month)

Original location · source-3ba117624078b6768a89 · source-1b39f0b60aa8a4ab05c6 · source-33e1bf9252cd5c987cb4 · source-f9275afce8a0e7b966f7

Original structured fields

{
  "author": null,
  "date": "2025-02",
  "gist": "the global map — australia, taiwan, and korean ministries restrict the app; korea's pipc halts new downloads over data transfers to volcano engine, resuming in april after ~two months.",
  "id": "cov-global-bans",
  "publisher": "al jazeera / techcrunch / korea herald",
  "section": "bans",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-aljazeera-bans",
    "src-hp-techcrunch-bans",
    "src-ci-koreajoongang-pipc",
    "src-ci-koreaherald-resume"
  ],
  "title": "the ban map",
  "traction": "a dozen jurisdictions",
  "url": "https://www.aljazeera.com"
}

the refusal strings · deepseek-coverage-items · 2025-01-28 (day)

Original location · source-269e44b97a27f13d4a6d · source-0f61d7d322996b686b16

Original structured fields

{
  "author": null,
  "date": "2025-01-28",
  "gist": "the tiananmen refusal coverage — the guardian publishes the verbatim refusal string; the independent reports the app elicits pro-ccp-biased outputs on sensitive topics. app-layer serving behavior, not the weights.",
  "id": "cov-tiananmen",
  "publisher": "the guardian / the independent",
  "section": "censorship",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-guardian-tiananmen",
    "src-ci-independent-censorship"
  ],
  "title": "the refusal strings",
  "traction": null,
  "url": "https://www.theguardian.com"
}

the self-censoring stream · deepseek-coverage-items · 2025-01-28 (day)

Original location · source-bcb45eb0a02736193b41

Original structured fields

{
  "author": null,
  "date": "2025-01-28",
  "gist": "nbc's real-time self-censoring observations — answers appearing, then deleting themselves mid-generation on sensitive prompts.",
  "id": "cov-self-censor",
  "publisher": "nbc news",
  "section": "censorship",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-nbc-censorship"
  ],
  "title": "the self-censoring stream",
  "traction": null,
  "url": "https://www.nbcnews.com"
}

censorship in the weights · deepseek-coverage-items · 2025-01 – 2025-09 (approximate)

Original location · source-05fefa7a50d4484a55cc · source-ce5dd7bcec68c19fbffa · source-0bee6f5d3715d0e568bf · source-511a39a5781244203cdd

Original structured fields

{
  "author": null,
  "date": "2025-01 – 2025-09",
  "gist": "the layered-censorship coverage — wired separates app-layer serving from in-weights tendencies; the r1dacted paper argues censorship sits in the base model; nist's caisi evaluation and secondary summaries keep the model-level findings in the record.",
  "id": "cov-weights-censorship",
  "publisher": "wired / arxiv / nist-caisi",
  "section": "censorship",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-wired-censorship",
    "src-ci-arxiv-r1dacted",
    "src-ci-nist-caisi-eval",
    "src-ci-idwn-caisi"
  ],
  "title": "censorship in the weights",
  "traction": "r1dacted + caisi findings",
  "url": "https://www.wired.com"
}

uncensored by hosting · deepseek-coverage-items · 2025-01-27 (day)

Original location · source-d6ae935272f77372eef4

Original structured fields

{
  "author": null,
  "date": "2025-01-27",
  "gist": "the hosted-serving counterweight — perplexity's srinivas announces us/eu-hosted r1 as uncensored, demonstrating that the serving layer, not the weights alone, determines refusal behavior.",
  "id": "cov-perplexity",
  "publisher": "mspoweruser",
  "section": "censorship",
  "sentiment": "mixed",
  "sourceIds": [
    "src-ci-mspoweruser-perplexity"
  ],
  "title": "uncensored by hosting",
  "traction": null,
  "url": "https://mspoweruser.com"
}

the open database · deepseek-coverage-items · 2025-01-29 – 2025-01-30 (approximate)

Original location · source-22ec8b254764c62f11cf · source-ffbc4b52842fa7b03548

Original structured fields

{
  "author": null,
  "date": "2025-01-29 – 2025-01-30",
  "gist": "wiz discloses the open clickhouse database — chat history, api secrets, backend details, unauthenticated — secured after disclosure. the first security finding lands inside the hype week.",
  "id": "cov-wiz",
  "publisher": "wiz / techcrunch",
  "section": "security",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-wiz-database",
    "src-ci-techcrunch-database"
  ],
  "title": "the open database",
  "traction": null,
  "url": "https://www.wiz.io"
}

the jailbreak findings · deepseek-coverage-items · 2025-01-31 – 2025-02 (approximate)

Original location · source-7e5c8683c9f9b5942504 · source-2ec9a14655b679c79594 · source-a26bc3259129f6474dc2 · source-10cbffa24073c4d38b27 · source-a345bd3d29502e4478e4

Original structured fields

{
  "author": null,
  "date": "2025-01-31 – 2025-02",
  "gist": "the jailbreak pile-on — cisco reports 100% harmbench attack-success on r1, qualys documents distilled-r1-8b failures, unit42 catalogs working bypasses, and wired's testers 'didn't stop a single one' of their attempts.",
  "id": "cov-jailbreaks",
  "publisher": "cisco / qualys / unit42 / wired",
  "section": "security",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-cisco-security",
    "src-ci-qualys-jailbreak",
    "src-ci-unit42-jailbreak",
    "src-ci-wired-jailbreak",
    "src-ci-securityweek-jailbreak"
  ],
  "title": "the jailbreak findings",
  "traction": "100% harmbench asr reported",
  "url": "https://blogs.cisco.com"
}

the app forensics · deepseek-coverage-items · 2025-02 (month)

Original location · source-9f7df356241d0485b4e6 · source-bf729d14a8798e20d504 · source-273fe2ea9670f06e79cf · source-4f45e4687e83369b5ab1

Original structured fields

{
  "author": null,
  "date": "2025-02",
  "gist": "the privacy forensics — krebs documents device fingerprinting; feroot finds a direct path toward china mobile infrastructure; nowsecure finds hardcoded 3des keys in the ios app.",
  "id": "cov-forensics",
  "publisher": "krebs / abc / ars technica",
  "section": "security",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-krebs-privacy",
    "src-ci-abc-feroot",
    "src-ci-ap-chinamobile",
    "src-ci-arstechnica-nowsecure"
  ],
  "title": "the app forensics",
  "traction": null,
  "url": "https://krebsonsecurity.com"
}

the distillation claims · deepseek-coverage-items · 2025-01-29 (day)

Original location · source-97ebc36ff61ea197d79e · source-164d8ac756a762971c11 · source-7ef4615aa26177299565 · source-b4ac148cda6f6bc0f6db · source-3d4d8a0bee292fa768ad

Original structured fields

{
  "author": null,
  "date": "2025-01-29",
  "gist": "the distillation claims — openai tells the ft it has evidence deepseek used its models 'inappropriately'; microsoft reportedly flagged suspicious api exfiltration; axios and the verge amplify; scmp notes distillation is industry-common. no public evidence drop ever follows.",
  "id": "cov-distillation-claims",
  "publisher": "ft via axios / verge / gizmodo",
  "section": "skepticism",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-axios-distillation",
    "src-ci-verge-distillation",
    "src-hp-gizmodo-distill",
    "src-ci-nyt-openai-harvest",
    "src-ci-scmp-distillation"
  ],
  "title": "the distillation claims",
  "traction": "asserted, not evidenced publicly",
  "url": "https://www.theverge.com"
}

what $5.576m actually bought · deepseek-coverage-items · 2025 – 2026 (approximate)

Original location · source-e872dc6ccf63b13c8dd0 · source-c77062a9c11c856e99be · source-727d13d1c8dfb8c6581b · source-d7c5dc573c067fd6e1fd

Original structured fields

{
  "author": null,
  "date": "2025 – 2026",
  "gist": "the cost teardown — the $5.576m figure is real but narrow: one final pre-training run at $2/gpu-hour, per allen's house testimony and the postmortem writeups. the teardown literature separates the number from 'r1 cost $6m to build.'",
  "id": "cov-cost-teardown",
  "publisher": "house testimony / the teardown",
  "section": "skepticism",
  "sentiment": "mixed",
  "sourceIds": [
    "src-hp-allen-testimony",
    "src-ci-teardown",
    "src-ci-creativestrategies-myths",
    "src-ci-boozallen-primer"
  ],
  "title": "what $5.576m actually bought",
  "traction": null,
  "url": "https://theteardown.co"
}

optimization, not revolution · deepseek-coverage-items · 2025 (year)

Original location · source-fd37365a783d2914a11d · source-d95c00230780ff7a1428

Original structured fields

{
  "author": null,
  "date": "2025",
  "gist": "the counter-takes — ifri's 'optimization, not revolution' reading and the sputnik-analogy critique argue the shock was a pricing and narrative event more than a capability leap.",
  "id": "cov-counter-takes",
  "publisher": "ifri / lcfi",
  "section": "skepticism",
  "sentiment": "mixed",
  "sourceIds": [
    "src-ci-ifri-deepseek-moment",
    "src-ci-lcfi-sputnik"
  ],
  "title": "optimization, not revolution",
  "traction": null,
  "url": "https://www.ifri.org"
}

r1 day at the symposium · deepseek-coverage-items · 2025-01-21 (day)

Original location · source-6a25130f5e7df7095e9a · source-cde2cc9323a754691a7c

Original structured fields

{
  "author": null,
  "date": "2025-01-21",
  "gist": "the premier's symposium — liang briefs li qiang on the draft government work report as one of nine speakers, the same day r1 ships. the state-adjacency coverage starts here.",
  "id": "cov-liqiang",
  "publisher": "scmp / reuters",
  "section": "state",
  "sentiment": "mixed",
  "sourceIds": [
    "src-hp-scmp-liqiang",
    "src-hp-reuters-liang"
  ],
  "title": "r1 day at the symposium",
  "traction": null,
  "url": "https://www.scmp.com"
}

the xi symposium · deepseek-coverage-items · 2025-02-17 (day)

Original location · source-493b1559f1a1b73dd0d5 · source-5231ac474ebaaed91115 · source-475074712b5eda1bed3e

Original structured fields

{
  "author": null,
  "date": "2025-02-17",
  "gist": "the xi symposium coverage — liang seated with ma, ma, ren, wang, and lei at xi's private-enterprise meeting, confirmed through state media's yuyuantantian account; the domestic 'deepseek fever' deployment wave follows through march.",
  "id": "cov-xi",
  "publisher": "the standard / techcrunch",
  "section": "state",
  "sentiment": "mixed",
  "sourceIds": [
    "src-hp-standard-xi",
    "src-hp-techcrunch-xi",
    "src-hp-xinhua-office"
  ],
  "title": "the xi symposium",
  "traction": "state-media confirmed",
  "url": "https://www.thestandard.com.hk"
}

deepseek unmasked · deepseek-coverage-items · 2025-04-16 (day)

Original location · source-1f1bc69c132822e69782 · source-cd89b9ad283c10c66075

Original structured fields

{
  "author": null,
  "date": "2025-04-16",
  "gist": "the house select committee's 'deepseek unmasked' report and the $420m high-flyer funding claim push the patron into the national-security frame — the whale itself becomes a coverage object.",
  "id": "cov-house-report",
  "publisher": "house select committee / cyberscoop",
  "section": "state",
  "sentiment": "critical",
  "sourceIds": [
    "src-ci-house-select-report",
    "src-ci-cyberscoop-house"
  ],
  "title": "deepseek unmasked",
  "traction": null,
  "url": "https://chinaselectcommittee.house.gov"
}

the passport story · deepseek-coverage-items · 2025-02 – 2025-03 (approximate)

Original location · source-33986469c21a68521253 · source-a77eeec525c6565bf21b · source-17eb520f9ad3bbfcb66e

Original structured fields

{
  "author": null,
  "date": "2025-02 – 2025-03",
  "gist": "the travel-curbs coverage — the information's passport reporting, the wsj's us-travel warning to founders, zhejiang officials screening investors. the '~130 lab staff / ~200 fund staff' headcount enters circulation.",
  "id": "cov-passports",
  "publisher": "the information / wsj via verge / techcrunch",
  "section": "state",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-verge-passports",
    "src-hp-decoder-travel",
    "src-hp-techcrunch-watch"
  ],
  "title": "the passport story",
  "traction": null,
  "url": "https://www.theverge.com"
}

the panic post-mortem · deepseek-coverage-items · 2025-05 (month)

Original location · source-a422cf1c981b4e2e68db

Original structured fields

{
  "author": "zvi mowshowitz",
  "date": "2025-05",
  "gist": "the post-mortem on the january panic — r1-0528 'did not have a moment'; the coverage reads the shock's narrative factors rather than a capability gap that persisted.",
  "id": "cov-zvi-postmortem",
  "publisher": "thezvi",
  "section": "aftermath",
  "sentiment": "mixed",
  "sourceIds": [
    "src-ci-zvi-r1-0528"
  ],
  "title": "the panic post-mortem",
  "traction": null,
  "url": "https://thezvi.substack.com"
}

the peer-review precedent · deepseek-coverage-items · 2025-09-17 (day)

Original location · source-630f0b856ba1b991f39d · source-e9eeff38ec65b54d3451 · source-840127c7893c14472a1d

Original structured fields

{
  "author": null,
  "date": "2025-09-17",
  "gist": "the nature coverage — the first major llm through full peer review; the referee exchange surfaces the $294k rl-cost disclosure and deepseek's on-record denial of training on openai-generated reasoning examples.",
  "id": "cov-nature",
  "publisher": "nature / scientific american",
  "section": "aftermath",
  "sentiment": "positive",
  "sourceIds": [
    "src-hp-nature-r1",
    "src-ci-nature-secrets",
    "src-ci-sciam-secrets"
  ],
  "title": "the peer-review precedent",
  "traction": "nature 645:633–638",
  "url": "https://www.nature.com"
}

the second deepseek moment · deepseek-coverage-items · 2025-07 – 2025-11 (approximate)

Original location · source-316165ad35f22aa94984 · source-06dbb8bea05911fb8286 · source-c7bb65aa904ea6ce53b1 · source-f47f831ab8cee54aded6

Original structured fields

{
  "author": null,
  "date": "2025-07 – 2025-11",
  "gist": "the 'second deepseek moment' frame — kimi k2 thinking beats gpt-5 on hle and browsecomp; the chinese open-weights landscape coverage treats the lab's ecosystem strategy as the new normal.",
  "id": "cov-second-moment",
  "publisher": "xpert / linkedin / turingpost",
  "section": "aftermath",
  "sentiment": "positive",
  "sourceIds": [
    "src-ci-xpert-kimi",
    "src-ci-linkedin-kimi",
    "src-ci-turingpost-chinesemodels",
    "src-ci-36kr-chinese-players"
  ],
  "title": "the second deepseek moment",
  "traction": "kimi k2 thinking",
  "url": "https://xpert.digital"
}

the anthropic disclosure · deepseek-coverage-items · 2026-02-23 (day)

Original location · source-0b982e240bdab4f3f960 · source-677ffeffc74bae77bd03 · source-1959f18d1125a6910133 · source-73f4034cf5c1da723348

Original structured fields

{
  "author": null,
  "date": "2026-02-23",
  "gist": "the anthropic disclosure coverage — ~24k fraudulent accounts, >16m claude exchanges, deepseek's ~150k+ called 'most technically sophisticated,' including censorship-safe prompt generation. the distillation story returns with numbers attached — and an accused-party response still unpublished.",
  "id": "cov-anthropic-2026",
  "publisher": "anthropic via cnbc / verge / bloomberg",
  "section": "aftermath",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-anthropic",
    "src-hp-cnbc-anthropic",
    "src-hp-verge-anthropic",
    "src-hp-bloomberg-anthropic"
  ],
  "title": "the anthropic disclosure",
  "traction": "150k+ exchanges attributed",
  "url": "https://www.anthropic.com"
}

the incumbent turn · deepseek-coverage-items · 2026 (year)

Original location · source-1111dc79b09a7b50b95d · source-4b11da9f35680f10652b · source-2dca40675e3870165834 · source-6520adff4e1f173febd7

Original structured fields

{
  "author": null,
  "date": "2026",
  "gist": "the incumbent coverage — v4's ascend-tuned delay, the $52b-ish close and star-market ipo prep, the august api price hike (up to ~12x on cache hits) that reads like the price-war catfish raising prices.",
  "id": "cov-incumbent",
  "publisher": "bloomberg / hindustan times / sedaily",
  "section": "aftermath",
  "sentiment": "mixed",
  "sourceIds": [
    "src-hp-bloomberg-v4delay",
    "src-ci-ht-valuation",
    "src-ci-sedaily-price-hike",
    "src-ci-tnw-price-rise"
  ],
  "title": "the incumbent turn",
  "traction": "ipo prep reported",
  "url": "https://www.bloomberg.com"
}

a year on · deepseek-coverage-items · 2026 (year)

Original location · source-5afed48c6d0b811c2482 · source-0846c834d992c09fcfcd · source-761f7de2a2790b48ffb1 · source-cc2836978ebd295d573a

Original structured fields

{
  "author": null,
  "date": "2026",
  "gist": "the retrospective layer — scmp's year-on look-back, the nature study of chinese-vs-us media framing, and the departures coverage ('~10 of ~300 v4 authors now former') close the arc from shock to institution.",
  "id": "cov-retrospective",
  "publisher": "scmp / nature / newsglobe",
  "section": "aftermath",
  "sentiment": "mixed",
  "sourceIds": [
    "src-ci-scmp-year-on",
    "src-ci-nature-discourse",
    "src-hp-newsglobe-departures",
    "src-hp-sinocism-departures"
  ],
  "title": "a year on",
  "traction": null,
  "url": "https://www.scmp.com"
}

the invisible giant · deepseek-sentiment-phases · 2023–2024 (approximate)

Original location · source-efa0692993921a3028da · source-cc78c96391c3e86d1353 · source-8f8e04bcafafcb1612f5 · source-871c8b76f2f2c04d0243

Original structured fields

{
  "evidence": "the invisible-giant phase — the lab exists in chinese trade coverage and two 暗涌 interviews; the v2 price war and v3's release register locally while western coverage is essentially zero.",
  "id": "phs-obscurity",
  "name": "the invisible giant",
  "range": "2023–2024",
  "sentiment": "positive",
  "sourceIds": [
    "src-hp-36kr-interview1",
    "src-hp-36kr-interview2",
    "src-ci-techflow-doubao",
    "src-hp-nextplatform"
  ]
}

the sputnik week · deepseek-sentiment-phases · 2025-01-20 – 2025-01-27 (approximate)

Original location · source-eb0530f652724b11a686 · source-eb68c3401337847764c9 · source-9d72d8c0cce9e4319c0f · source-570de5d218b704a28f39

Original structured fields

{
  "evidence": "the sputnik week — 'a profound gift to the world,' #1 in 52 countries, janus shipped into the chaos. coverage is awestruck and adoption-led: r1 lands in azure ai foundry within days.",
  "id": "phs-awe",
  "name": "the sputnik week",
  "range": "2025-01-20 – 2025-01-27",
  "sentiment": "positive",
  "sourceIds": [
    "src-ci-fortune-andreessen-sputnik",
    "src-hp-techcrunch-appstore",
    "src-ci-azure-r1",
    "src-ci-venturebeat-r1"
  ]
}

the panic · deepseek-sentiment-phases · 2025-01-27 – 2025-02 (approximate)

Original location · source-603520e3ad8e00975554 · source-d203ed4c6a4cc4f520b4 · source-871d756a25d910b205f4 · source-31502893283fb6b82c6e

Original structured fields

{
  "evidence": "the panic — a ~$589–600b nvidia session, war rooms, the jevons counter, a $1b–$150b valuation debate, and the first bans inside ten days.",
  "id": "phs-panic",
  "name": "the panic",
  "range": "2025-01-27 – 2025-02",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-cbs-nvidia",
    "src-ci-verge-zuckerberg",
    "src-hp-bloomberg-wealth-feb",
    "src-hp-reuters-italy"
  ]
}

the scrutiny · deepseek-sentiment-phases · 2025-02 – 2025-12 (approximate)

Original location · source-6459f08309e1cb36eec8 · source-33986469c21a68521253 · source-ce5dd7bcec68c19fbffa · source-7b0740cb547fa3fd24e3 · source-33c585ff3d6677dbbade

Original structured fields

{
  "evidence": "the scrutiny year — distillation claims, the commerce probe and smuggling cases, layered-censorship findings, passports and investor screening, the failed ascend run, and the stalled r2.",
  "id": "phs-scrutiny",
  "name": "the scrutiny",
  "range": "2025-02 – 2025-12",
  "sentiment": "critical",
  "sourceIds": [
    "src-hp-reuters-chips",
    "src-hp-verge-passports",
    "src-ci-arxiv-r1dacted",
    "src-hp-reuters-r2ft",
    "src-hp-reuters-r2june"
  ]
}

the incumbent · deepseek-sentiment-phases · 2026– (approximate)

Original location · source-630f0b856ba1b991f39d · source-316165ad35f22aa94984 · source-4b11da9f35680f10652b · source-2dca40675e3870165834 · source-5afed48c6d0b811c2482

Original structured fields

{
  "evidence": "the normalization — peer review in nature, the 'second deepseek moment' frame applied to rivals, the first external raise, v4, and ipo-prep coverage. the disruptor is covered as an incumbent.",
  "id": "phs-incumbent",
  "name": "the incumbent",
  "range": "2026–",
  "sentiment": "mixed",
  "sourceIds": [
    "src-hp-nature-r1",
    "src-ci-xpert-kimi",
    "src-ci-ht-valuation",
    "src-ci-sedaily-price-hike",
    "src-ci-scmp-year-on"
  ]
}