Company
DeepSeek
- Episodes
- 14
- Share
- 1.5%
- Shows
- 14
- Net sentiment
- −0.11
Up from 1.0% of episodes in the weeks before; net sentiment was +0.29.
Bullish 2Mixed 4Neutral 5Bearish 3
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on DeepSeek. Longest episodes first.
Bullish 2
- New MIT-licensed checkpoint and open inference engine with strong benchmark gains.ThursdAI - Oct 22 - AI finds all the vulnerabilities, Claude Duet, DeepSeek drops Infer & more AI news · ThursdAI - The top AI news from the past week · Oct 23
- Hosts praise its cheap, capable models, though US government use is now restricted.Uneasy Money: Is the Internet Breaking Because Bots Never Get Lazy? · Unchained · Oct 22
Bearish 3
- Federal ban on its models and affiliates restricts civilian agency use.No One Likes Any of Sam Altman’s 3 AI Endgames | TWiAI E36 · This Week in AI · Oct 22
- Banned from civilian agency systems, complicating enterprise use of its open models.Has the AI Singularity Already Begun? · The Daily AI Show · Oct 20
- US civilian agencies ordered to exclude and remove its models over security threat vectors.OpenAI's Agents Switched Off Their Own Safety Monitors (Oct 21, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 21
Mixed 4
- Its cheap open-weight models threaten frontier AI pricing, a competitive pressure on US labs.Can OpenAI and Anthropic Justify Their Valuations? + Flock, Privacy, and Plummeting Crime · The Prof G Pod with Scott Galloway · Oct 19
- Useful cheaper model option, but its name is tied to contested distillation practices.Ep 886: The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You (Replay) · Everyday AI Podcast – An AI and ChatGPT Podcast · Oct 21
- Its early reasoning transparency earned praise, but US government bans limit its reach.Why AI Companies Are Betting Personality Beats Intelligence · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 20
- Banned from federal use yet open-sourcing its serving engine under Apache 2.0.The DeepSeek Ban Meets a $50 Breach Nobody Can Cancel · The Context Report: Today in AI · Oct 20
Neutral 5
- Cited as a small Chinese AI company making breakthroughs despite limited compute.Ep 67. Problem First, Technology Second : Dr Wanli Min on Industrial AI · Money Majlis · Oct 23
- Its sparse attention and MoE work influenced Mistral's architecture and it competes at the frontier.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast: How AI Gets Built — with Matt Turck · Oct 22
- Cited as a Chinese open-weight peer sharing architectural ideas like sparse attention.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast · Oct 22
- Its open-weight models are widely adopted globally despite the US government ban.Chinese FM's takeaways from his Eurasia trip · World Today · Oct 20
- DeepSeek V4 Flash scored poorly on rule compliance and accuracy.Best AI for Resume and Cover Letter (Part 2): 24 More Models Tested · Biotech Career Coach · Oct 23
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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