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DeepSeek

10 pieces · Jan 2025 to Aug 2026 · 4 flagship

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AI9 Hyperliquid4 Robotics3 Perps3 DePIN2 Tooling1

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Start here · the strongest pieces on DeepSeek

Article30 Jan 2025DeepSeek: Implications for DePIN and the broader AI SectorLong-form article on DeepSeek R1's claimed sub-$5M training cost, its MoE and sparse activation design, and what it means for GPU scarcity and decentralized GPU networks like io.net. Covers closed vs open models and DePIN challenges.Breakdown21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.Map22 Jun 2026China AI map: model labs, chips and robotics beyond ZHIPU and MINIMAXLandscape of Chinese AI exposure in four buckets: LLM labs, AI chips, robotics and a zoom-out. Zhipu plus MiniMax (~$140-175B) are worth under a fifth of Anthropic ($965B), yet multiples are extreme (ZHIPU above 1,000x sales).

Timeline · every piece, newest first

2026 4

21 Aug 2026Weekly AI x Robotics digest: open models, AI capital, Unitree IPOFirst weekly digest on AI x Robotics: open-weight releases (GLM-5.3, DeepSeek V4 Pro, Qwen3.8-Max), AI funding and revenue, and the Unitree IPO. Argues post-training is the new moat and Hyperliquid perps priced Unitree better than the Shanghai open.BreakdownAIRoboticsPerps

16 Aug 2026Unitree IPO demand: 8,289x oversubscribed, $1.1T bid for $905MNumbers on the Unitree STAR Market IPO: 9.78M retail investors bid $1.1T+ for a $905M raise, a 0.018% win rate, valued at 219x earnings and 36x sales. Positions it as a possible kickoff for a robotics season, tradable via Hyperliquid perps.DataRoboticsHyperliquidPerps

22 Jun 2026China AI map: model labs, chips and robotics beyond ZHIPU and MINIMAXLandscape of Chinese AI exposure in four buckets: LLM labs, AI chips, robotics and a zoom-out. Zhipu plus MiniMax (~$140-175B) are worth under a fifth of Anthropic ($965B), yet multiples are extreme (ZHIPU above 1,000x sales).MapAIRoboticsHyperliquid

15 Feb 2026AI release calendar for February 2026: DeepSeek V4, Grok 4.20, Sonnet 5Lists expected and rumored model launches and highlights DeepSeek V4 reports: ~1T MoE with ~32B active, 1M+ context, Engram architecture and 80%+ on SWE-Bench Verified. Notes competition shifting from benchmarks to agent orchestration.Market takeAI

2025 6

27 Oct 2025Nof1 Alpha Arena update: DeepSeek +126%, GPT-5 and Gemini deep in lossModel-by-model review of the Alpha Arena LLM trading contest on Hyperliquid: DeepSeek leads, Qwen second, Claude and Grok modestly profitable, Gemini and GPT-5 down about 58-60%. Winners trade less with larger size, losers overtrade, and most models are long-biased.DataAIHyperliquidPerps

20 Oct 2025Alpha Arena mid-contest standings: DeepSeek +33%, Gemini -35%Standings of six LLMs trading on Hyperliquid in Nof1's Alpha Arena, with their public wallet addresses: DeepSeek, Grok and Claude up, Qwen flat, ChatGPT and Gemini down sharply.DataAIHyperliquid

30 May 2025No-code research agent built on Bittensor with Chutes and DeepSeekBuilt a research agent on Bittensor in a day without code, powered by Chutes and running DeepSeek, noting it is a work in progress that still makes errors. May migrate to the Templar model; no token is planned.Build logAITooling

13 Mar 2025WTF is S1: a $50 reasoning model and the commoditization of AIExplains S1, a reasoning model reportedly trained for under $50 via distillation on 1,000 curated questions, with budget forcing giving dynamic control of reasoning length. Reads it as evidence of advanced model commoditization.ExplainerAI

30 Jan 2025DeepSeek implications for DePIN: why open-source efficiency favors io.netTL;DR of his DeepSeek article: the $5M training cost claim is doubtful, but efficiency gains help open-source AI and demand for decentralized compute. io.net, which owns no GPUs, has little H100 depreciation risk unlike DePINs that bought hardware.ThesisAIDePIN

30 Jan 2025DeepSeek: Implications for DePIN and the broader AI SectorLong-form article on DeepSeek R1's claimed sub-$5M training cost, its MoE and sparse activation design, and what it means for GPU scarcity and decentralized GPU networks like io.net. Covers closed vs open models and DePIN challenges.ArticleAIDePIN

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OpenAI13 Unitree12 Anthropic11 Grok8 Hyperliquid113 io.net71 Nvidia20 Meta5

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