Company
DeepSeek
- Episodes
- 11
- Share
- 1.0%
- Shows
- 11
- Net sentiment
- +0.44
Down from 1.3% of episodes in the weeks before; net sentiment was +0.15.
Bullish 5Mixed 3Neutral 2Bearish 1
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on DeepSeek. Longest episodes first.
Bullish 5
- V4.1 Flash shows strong compression and near-frontier agentic performance at smaller size.#258 - Opus 5.5, Sol and Luna, Muse, DeepSeek-V4.1-Flash, Xi · Last Week in AI · Oct 2
- Engram architecture reduces memory needs and improves efficiency for offloaded inference.Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan · SemiAnalysis Weekly · Oct 2
- Its open-weight models are cheap and capable for coding tasks.Lightning in x402 and Agent Payments | Ben Carman SLP779 · Stephan Livera Podcast · Oct 3
- Low-cost Chinese model that shook markets and is gaining cloud distribution.Kevin Carter says China is now favored to win the AI race outright — and he built two ETFs around that bet · Crypto Coin Show · Sep 28
- Open-source desktop coding agent undercuts pricing power of paid Western coding tools.Crosswire — October 04, 2026 · Crosswire · Oct 4
Mixed 3
- Struggled with Huawei chips and faces compute constraints despite strong model ambitions.Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · The Lawfare Podcast: Patreon Edition · Oct 2
- Chinese open-weight lab cited for efficiency and open release strategy, with uncertain monetization.What America and China Fear Most About AI: A Conversation with Kyle Chan and Helen Toner · The Foreign Affairs Interview · Oct 1
- Accused of distillation, but also shows independent innovation under compute constraints.Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing · The Information's TITV · Oct 2
Neutral 2
- Cited as an example of Chinese domestic AI talent and open models.Trump-Xi Meeting, China’s Four-Pronged AI Strategy, Path to US-China AI Cooperation with Kristy Loke · AI Proem Podcast · Sep 28
- Mentioned for its paper and plug-and-play agent harness design work on composability.Constraints that make developers faster · The Stack Overflow Podcast · Oct 2
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.
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