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Bill Bishop is the author of Sinocism

On today’s show Andrew and Bill wish a Happy Lunar New Year to the audience and interrupt the holiday week in the PRC to share various reactions to a week of DeepSeek discussion in the U.S. Topics include: The DeepSeek origin story, OpenAI and distillation questions, DeepSeek’s future in China after Liang Wenfeng’s meeting with Li Qiang, how the U.S. government might process these developments, and a dizzying spectrum of reactions from all around the Internet.

To email the show: email@sharpchina.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data — Bloomberg

America First Trade Policy — White House

DeepSeek part 1: How new labor practices propelled an unknown AI firm to the top — Value Added

DeepSeek part 2: An Outlier in China’s AI Innovation Ecosystem — Value Added

On DeepSeek and Export Controls — Dario Amodei

DeepSeek FAQ — Stratechery

Trump Officials Discuss Tighter Curbs on Nvidia China Sales — Bloomberg