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Company

DeepSeek

Filtered to financial pattern ×
59 articles accelerating

DeepSeek has appeared in 59 articles since 2025-01. Coverage peaked in 2025Q1 with 29 articles. Frequently mentioned alongside Chinese, China, Nvidia, AI.

Articles
59
mentions
Velocity
+1000.0%
growth rate
Acceleration
+10.000
velocity change
Sources
18
publications
The Anti-Distillation Skill
Skill documentation was built on one assumption: that knowledge worth capturing can be captured. The adversarial cycle it spawned is a live test of that assumpt...
The Telemetry Problem
Developer tools have always collected telemetry. Claude Code is the first widely deployed tool that collects telemetry on what it did on your behalf — and the 4...
The Pressure Test
In 2018, US export controls were designed to prevent China from mass-producing advanced chips. In 2026, Huawei's domestic AI chip is in mass production with pri...
The Decoupling
Nvidia walks away from $100B OpenAI bet. Apple runs on Anthropic while losing its AI team. SpaceX-xAI-Tesla merger talks begin. The partnerships that defined AI...
The $150 Billion Question
Meta guides $115-135B in capex and rises 7%. Microsoft spends $37.5B in a quarter and crashes 10%. The market is trying to price AI infrastructure—and failing.

Coverage Timeline

2026-01-14
Bloomberg

Analysis: DeepSeek parent company High-Flyer posted an average return of 56.6% across its quant funds in 2025, which could boost the cash available for DeepSeek

DeepSeek founder Liang Wenfeng's quantitative hedge fund generated returns of more than 50% last year, boosting the potential war chest …

2025-06-04
Bloomberg

Sources: Thrive and Capital Group visited China to study its AI scene, joining a wave of US investors rekindling interest in China after DeepSeek's advances

Lulu Yilun Chen / Bloomberg : X: @luluyilun X: Lulu Yilun Chen / @luluyilun : Scoop: Capital Group, Kushner's Thrive visited China to study AI scene, as US investors rekindle interest in the country ...

2025-03-15
Bloomberg 3 related

China's National People's Congress saw an uncharacteristic surge in tech optimism, driven by DeepSeek, which has fired up investors, politicians, and regulators

- Push for high-tech development follows DeepSeek's breakthrough  — Chinese shares poised to post best NPC performance since 2018

2025-02-12
Financial Times 1 related

The Hang Seng Tech Index, which tracks the top 30 Hong Kong-listed tech groups, is up 25% since January 13, entering a bull market after DeepSeek's breakthrough

Arjun Neil Alim / Financial Times :

2025-01-31
SemiAnalysis 4 related

A close look at DeepSeek, which is estimated to have access to ~50K Hopper GPUs, a total server capex of ~$1.3B, and a GPU spend of $500M+ over its history

The DeepSeek Narrative Takes the World by Storm  —  DeepSeek took the world by storm.  For the last week, DeepSeek has been the only topic …

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Quarterly Coverage

Top Sources

Narrative

DeepSeek has appeared in 224 Techmeme articles since June 2024. The biggest stories include DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT,... and OpenAI says it has seen some evidence that DeepSeek used “distillation” to train its.... Frequently covered alongside Nvidia, Chinese AI, Tencent, Claude, and Bluesky. Coverage has shifted toward consumer themes and away from enterprise, competition.

Key Moments

2024Q4enterprise +50pts; developer -100pts; consumer +25pts
2025Q1enterprise -45pts; developer +11pts; research -50pts
2025Q2enterprise +7pts; developer +8pts; research +6pts

Relationships

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