Company
DeepSeek
- Episodes
- 7
- Share
- 0.7%
- Shows
- 6
- Net sentiment
- 0.00
Down from 1.1% of episodes in the weeks before; net sentiment was +0.33.
Bullish 2Mixed 1Neutral 2Bearish 2
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on DeepSeek. Longest episodes first.
Bullish 2
- Its open V3 model proved Chinese open models could compete and gain Western adoption.The Ex-DeepMind Researcher Taking On China’s Open Source AI · This Week in Startups · Oct 14
- Cost-curve leader whose low pricing reset expectations and whose IPO plans are a watch item.Mapping the China AI Ecosystem with Rui Ma · Analyse Podcast · Oct 16
Bearish 2
- Its models showed increased censorship between preview and release versions.The Black Box Dilemma: Who Controls What AI Can Say? With CTGT’s Founder & CEO, Cyril Gorlla. · Money Maze Podcast · Oct 15
- Chinese lab reaching near-parity capabilities at lower prices, pressuring Western pricing power.The ONE Thing That Could Stop the AI Boom And Why He's Still Bullish ｜ EP95｜Alex Lee｜Bonnie Blockchain · Bonnie Blockchain · Oct 17
Neutral 2
- Pioneered the sparse attention design that GLM adopted and kept evolving.Ep. 038 - GLM 5.3 on AMD, NVIDIA, and Chinese Chips From Day One (InferenceX) | Kimbo Chen, Wenyao Gao, Jordan Nanos · SemiAnalysis Weekly · Oct 14
- Open-weight Chinese model cited as increasingly close to frontier performance.Private AI · Web3 in Travel · Oct 12
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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