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“OpenAI is Not God”: DeepSeek, Liang Wenfeng and the R1 Phenomenon

The documentary revealing just how much the world got wrong about DeepSeek, what motivates the man behind the company, and what's next.

Incredible Editing: Hassan Iq.

Sources:

Liang Wenfeng 2023 Interview: https://web.archive.org/web/20241228030725/https://www.chinatalk.media/p/deepseek-from-hedge-fund-to-frontier

Liang Wenfeng 2024 Interview: https://web.archive.org/web/20241227111244/https://www.chinatalk.media/p/deepseek-ceo-interview-with-chinas

OpenAI Quote: https://cdn.openai.com/global-affairs/ostp-rfi/ec680b75-d539-4653-b297-8bcf6e5f7686/openai-response-ostp-nsf-rfi-notice-request-for-information-on-the-development-of-an-artificial-intelligence-ai-action-plan.pdf

Hide from Crowds: https://www.theguardian.com/technology/2025/jan/28/who-is-behind-deepseek-and-how-did-it-achieve-its-ai-sputnik-moment

Fled the Province: https://www.ft.com/content/d23a01d8-4256-4142-a52c-a393ed6df1bc

R1 Banned? https://techcrunch.com/2025/03/13/openai-calls-deepseek-state-controlled-calls-for-bans-on-prc-produced-models/

R2: https://www.reuters.com/technology/artificial-intelligence/deepseek-rushes-launch-new-ai-model-china-goes-all-2025-02-25/

DeepSeek V3 Paper: https://arxiv.org/pdf/2412.19437

DeepSeek R1 Paper: https://arxiv.org/pdf/2501.12948

Chat: https://chat.deepseek.com/

DeepSeek V1: https://arxiv.org/pdf/2401.02954

DeepSeek Coder: https://deepseekcoder.github.io/

DeepSeek Math: https://arxiv.org/pdf/2402.03300

DeepSeek MoE: https://arxiv.org/pdf/2401.06066

DeepSeek V2: https://arxiv.org/pdf/2405.04434

Anthropic CEO on DeepSeek: https://darioamodei.com/on-deepseek-and-export-controls?s=09

Liang Wenfeng: https://tv.cctv.com/2025/01/20/VIDEP7O5fkXufWLSm3J5pwkL250120.shtml

https://en.wikipedia.org/wiki/Liang_Wenfeng

Highflyer: https://www.bloomberg.com/news/articles/2021-12-29/china-s-top-quant-hedge-fund-high-flyer-apologizes-for-losses

https://www.wsj.com/articles/top-chinese-quant-fund-apologizes-to-investors-after-recent-struggles-11640866409

Jim Simons: https://en.wikipedia.org/wiki/Jim_Simons

Altman Hopeless Quote: https://www.youtube.com/watch?v=AiE7FsdRzz8&t=3096s

1-2 two years behind quote: https://www.youtube.com/watch?v=1egAKCKPKCk

2-year Frenzy: https://www.wired.com/story/google-openai-gemini-chatgpt-artificial-intelligence/

Bing Sydney: https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html

Botched Bard: https://www.cnbc.com/2023/02/10/google-employees-slam-ceo-sundar-pichai-for-rushed-bard-announcement.html

Weights Visualized: https://hackaday.com/wp-content/uploads/2024/11/LLM-Anim-visualization.gif?w=800

MoE, credit Maarten Grootendorst: https://substackcdn.com/image/fetch/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F101e8ddc-9aa7-4e24-92fc-78d25da73399_880x656.png

https://zilliz.com/blog/why-deepseek-v3-is-taking-the-ai-world-by-storm

Post Training credit Zhangjunlin: https://miro.medium.com/v2/resize:fit:1400/1*sCowcm-iJq9M3MOh6lorQg.png

Shoggoth Meme: https://huyenchip.com/assets/pics/rlhf/2-shoggoth.jpg

Value Model vs GRPO: https://community.aws/_next/image?url=https%3A%2F%2Fassets.community.aws%2Fa%2F2ra6RfOUylhUM8M3eDEMfDlB3l7%2FScre.webp%3FimgSize%3D1698x894&w=3840&q=75

Welch Labs: https://www.youtube.com/watch?v=0VLAoVGf_74&t=2s

Chip smuggling: https://www.theinformation.com/articles/nvidia-ai-chip-smuggling-to-china-becomes-an-industry?rc=sy0ihq

‘AI War’: https://scale.com/blog/win-the-ai-war

Forbes $6m: https://www.forbes.com/sites/markminevich/2025/02/06/the-6-million-ai-bombshell-how-deepseek-shook-wall-street-and-ai-leadership/

Outside Money: https://www.theinformation.com/articles/deepseek-weighs-raising-outside-money-for-first-time?utm_source=twitter&utm_medium=organic_social&utm_campaign=article_post&rc=sy0ihq

Spark x1: https://news.cgtn.com/news/2025-01-15/China-releases-Spark-X1-deep-reasoning-model-that-packs-a-punch-1AbIq8PzzEI/p.html

Doubao 1.5 Pro: https://www.aibase.com/tool/35837

Kimi 1.5: https://arxiv.org/pdf/2501.12599v1

o1-o3, OpenAI: https://openai.com/index/learning-to-reason-with-llms/

Semi-analysis on R1: https://semianalysis.com/2025/01/31/deepseek-debates/

Perplexity 1776: https://www.perplexity.ai/hub/blog/open-sourcing-r1-1776

OpenAI Counter-narrative: https://www.theguardian.com/technology/2025/jan/29/openai-chatgpt-deepseek-china-us-ai-models

DeepSeek Banned?: https://www.independent.co.uk/tech/deepseek-ai-us-ban-prison-b2692396.html

Guards to stop DeepSeek team leaving China: https://www.theinformation.com/articles/deepseek-national-treasure-china-now-closely-guarded?rc=sy0ihq

“OpenAI is Not God”: DeepSeek, Liang Wenfeng and the R1 Phenomenon

Comments

Great video, very well presented.

Kol Tregaskes

Youhoooooo can’t wait to watch! Thanks Philip!

Antoine Ferrere

The content of this video is obviously rock solid, as usual. This time, the soundtrack really stood out! Great work Philip, can't wait for the next one :)

Sunishchal Dev


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