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February 10, 2025 15 mins

DeepSeek R1 has taken the world by storm, causing a stock market crash and prompting further calls for export controls within the US. Since this story is still very much in development, with follow-up investigations and calls for governance being released almost daily, we thought it best to hold of for a little while longer to be able to tell the whole story. Nonetheless, it's a big story, so we provide a brief overview of all that's out there so far.

  • (00:00) - Recording date
  • (00:04) - Intro
  • (00:37) - DeepSeek drop and reactions
  • (04:27) - Export controls
  • (08:05) - Skepticism and uncertainty
  • (14:12) - Outro


Links
  • DeepSeek website
  • DeepSeek paper
  • Reuters article - What is DeepSeek and why is it disrupting the AI sector?

Fallout coverage

  • The Verge article - OpenAI has evidence that its models helped train China’s DeepSeek
  • The Signal article - Nvidia loses nearly $600 billion in DeepSeek crash
  • CNN article - US lawmakers want to ban DeepSeek from government devices
  • Fortune article - Meta is reportedly scrambling ‘war rooms’ of engineers to figure out how DeepSeek’s AI is beating everyone else at a fraction of the price
  • Dario Amodei's blogpost - On DeepSeek and Export Controls
  • SemiAnalysis article - DeepSeek Debates
  • Ars Technica article - Microsoft now hosts AI model accused of copying OpenAI data
  • Wiz Blogpost - Wiz Research Uncovers Exposed DeepSeek Database Leaking Sensitive Information, Including Chat History

Investigations into "reasoning"

  • Blogpost - There May Not be Aha Moment in R1-Zero-like Training — A Pilot Study
  • Preprint - s1: Simple test-time scaling
  • Preprint - LIMO: Less is More for Reasoning
  • Blogpost - Reasoning Reflections
  • Preprint - Token-Hungry, Yet Precise: DeepSeek R1 Highlights the Need for Multi-Step Reasoning Over Speed in MATH
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