Company
DeepSeek
- Episodes
- 14
- Share
- 1.3%
- Shows
- 12
- Net sentiment
- +0.15
Bullish 6Mixed 3Neutral 1Bearish 4
The episodes that named it
Why each one was bullish, bearish or in between on DeepSeek. Longest episodes first.
Bullish 6
- Crossed a $1 billion run rate with near-zero churn despite a large price hike.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
- Reported crossing a $1B annualized revenue run rate with near-zero enterprise churn.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
- Annualized revenue more than doubled to about $1 billion with high gross margins.Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group · The Information's TITV · Sep 25
- Chinese open model that disrupted markets and is pursuing funding and an IPO.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
- Crossed a $1 billion revenue run rate despite a large price increase.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- Hit $1B annualized revenue run rate with continued open-weight releases.Meta Unveils Muse Charm and Gemini Can Call for You · The AI Engineer Podcast · Sep 24
Bearish 4
- Described as fast but having among the highest hallucination rates in benchmarks.Episode 4: Getting Started with Local LLMs · Two Average Devs · Sep 26
- Its very low token pricing undercuts US AI model providers.Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 · Big Digital Energy · Sep 22
- Under Chinese regulator investigation over alleged data leaks; shares of peers fell.OpenAI and Anthropic Release Cheaper AI Models, Investors Visit China as Country’s AI Prowess Rises · The Information's TITV · Sep 23
- Under Chinese internet regulator investigation over alleged routing of sensitive user data to foreign models.(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting · Sharp China with Bill Bishop · Sep 23
Mixed 3
- Chinese open models are gaining global distribution, raising strategic concern for the US.Will AI Really Kill Us All? | Harper Reed & John Borthwick · Hidden Forces · Sep 21
- Low-cost model shocked markets, widely used, though seen by some as a security risk.The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers · The Emerging Markets Podcast by Tellimer · Sep 25
- Surprise Chinese model that shows China's AI sector is messier and fast-moving.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in American Studies · Sep 25
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial