DeepSeek

DeepSeek appears in 阿里千问离职余震，在几万人的铁球里如何体面生存 as a peer reference point for Qwen. The hosts describe Qwen and DeepSeek as especially important Chinese Open Source AI Models, using DeepSeek to situate Qwen’s reputation and ecosystem contribution.

In 从QQ会员到豆包包月，中国人为什么总觉得软件该免费, DeepSeek appears as a domestic alternative that may shape Doubao’s pricing room. The hosts treat it as part of the substitute set users and products can turn to if Doubao’s paid tier does not feel worth the price.

71. 编程的内燃机时代 adds DeepSeek as a timing and international-impact marker. The hosts place the recording just after DeepSeek’s open-source week and mention Aleph Alpha’s view that DeepSeek may not be a purely groundbreaking innovation but still has substantial ecosystem impact.

EP57 美股动荡，东升西降？这回是走是留 adds DeepSeek as a market-repricing catalyst. 老麦 argues that the important effect is not a simple one-company negative for Nvidia, but a broader investor question: whether other AI companies’ heavy spending will produce enough returns and whether Chinese technology assets deserve higher valuation after the model shock.

EP58 业绩平平，也要认真"摸鱼" adds a practical workplace-use case. Magic / 杰克 uses DeepSeek to review and improve a student’s composition, while the hosts use AI transcription, editing, title drafting, meeting notes, and visual-summary tools to argue that AI can create more room for Workplace Pacing only when people still apply Human Judgment Under AI.

把 AI 吹成核武器的人，亲手拉下了新冷战铁幕 adds DeepSeek to the model-substitution side of AI Export Controls. The hosts argue that if closed frontier models become unreliable because of Frontier Model Access Restrictions, many users and companies may choose cheaper, good-enough, local, or open alternatives, with DeepSeek and GLM 5.2 as examples in that ecosystem.

Vol. 167 Token 如流水，Agent 似朝阳 adds DeepSeek as a cost-control alternative in heavy AI use. The hosts mention DeepSeek, Kimi, and local models as cheaper or more controllable options when unconstrained Codex, Claude Code, or API use becomes too expensive.

当华为抛出韬定律，我们该信它到哪一步？ uses DeepSeek as an analogy for engineering optimization under cost and resource pressure. The hosts compare DeepSeek’s pricing and cost-structure story with Huawei’s Tau Law narrative to argue that competition is not always won only by the most raw compute or the most advanced process node; method, caching, utilization, architecture, and system integration can change the economic field.

别在国内卷了，去美国看看只要产品好就有人付费的市场 adds DeepSeek as a cross-border adoption signal. Win says U.S. founders were using Chinese models such as DeepSeek and Kimi when the cost and performance fit, suggesting that practical utility can weaken nationality-first assumptions inside technical communities.

138. 对罗福莉3.5小时访谈：AI范式已然巨变！OpenClaw、Agent范式很吃后训练、卡的分配、组织平权 adds DeepSeek as part of Luo Fuli / 罗福莉’s background and as a marker in the post-training shift through the source’s discussion of R1-era reasoning. The episode uses that history to frame Agent Post-Training and agent-framework competition rather than to analyze DeepSeek as a company.

Connections

• Qwen — compared as another prominent Chinese open-source model effort.
• Open Source AI Models — broader category for model ecosystem influence.
• AI Commercialization Pressure — pressure that open-source model efforts may face as costs and expectations rise.
• Doubao and Yuanbao — domestic AI assistant competition and model-routing context.
• Product Led Willingness To Pay — substitute quality affects whether users pay.
• Aleph Alpha and European AI Industrial Constraints — European AI comparison added by the Neihe Konghuang episode.
• AI Equity Valuation Risk, Nvidia, and Hong Kong Tech Repricing — EP57’s market-pricing and China-tech allocation context.
• Workplace Pacing and Human Judgment Under AI — EP58’s everyday productivity and final-judgment context.
• AI Export Controls, Frontier Model Access Restrictions, GLM 5.2, and SaaS Reliability Under Policy Risk — policy-driven substitution context added by the Keji Luandun export-control episode.
• AI Inference Cost Structure and Model Routing Cost Control — cost-driven substitution context added by Vol. 167.
• Huawei, Tau Law, and Constraint Driven Engineering Strategy — engineering-optimization analogy added by the Huawei source.
• Payment Led Market Selection and Win — overseas-market episode where DeepSeek is treated as a practical Chinese AI export rather than only a domestic substitute.
• Luo Fuli / 罗福莉, Agent Post-Training, and Xiaomi — episode 138’s link from DeepSeek background to agent-era model training.