Don't Worry About the Vase Podcast

DeepSeek-r1-0528 Did Not Have a Moment

Jun 6, 2025
The discussion kicks off with the buzz around DeepSeek's initial advancements versus the muted response to its latest upgrade. The hosts tackle misconceptions in AI market dynamics, emphasizing the journey from follower to leader in tech. Exciting future models are on the horizon, promising significant industry implications. Performance reviews of the R1 reveal strong improvements, yet there’s cautious optimism about the claims surrounding model distillation. Ultimately, the episode navigates the evolving landscape of AI, highlighting both achievements and challenges ahead.
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INSIGHT

DeepSeek Panic Explained

  • The initial DeepSeek R1 release created a panic fueled by narratives like low modeling costs and a clean, free app.
  • These stories made the model seem far ahead though it was actually a follower with limited compute resources.
INSIGHT

R2 Will Reveal DeepSeek's Position

  • DeepSeek's R2 release will be critical in assessing their true progress and compute limitations.
  • The current upgrades do not definitively show if DeepSeek can move from follower to leader.
INSIGHT

Market Lacks Thorough AI Model Evaluation

  • Despite DeepSeek causing a trillion-dollar market sell-off, no thorough evaluations of the new R1-0528 model were initially done.
  • The lack of benchmarking highlights gaps in market and industry responses to major AI model releases.
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