DeepSeek R1 has taken the world by storm, causing a stock market crash and prompting further calls for export controls within the US. Since this story is still very much in development, with follow-up investigations and calls for governance being released almost daily, we thought it best to hold of for a little while longer to be able to tell the whole story. Nonetheless, it's a big story, so we provide a brief overview of all that's out there so far.

• (00:00) - Recording date
• (00:04) - Intro
• (00:37) - DeepSeek drop and reactions
• (04:27) - Export controls
• (08:05) - Skepticism and uncertainty
• (14:12) - Outro

• DeepSeek website
• DeepSeek paper
• Reuters article - What is DeepSeek and why is it disrupting the AI sector?

Fallout coverage

• The Verge article - OpenAI has evidence that its models helped train China’s DeepSeek
• The Signal article - Nvidia loses nearly $600 billion in DeepSeek crash
• CNN article - US lawmakers want to ban DeepSeek from government devices
• Fortune article - Meta is reportedly scrambling ‘war rooms’ of engineers to figure out how DeepSeek’s AI is beating everyone else at a fraction of the price
• Dario Amodei's blogpost - On DeepSeek and Export Controls
• SemiAnalysis article - DeepSeek Debates
• Ars Technica article - Microsoft now hosts AI model accused of copying OpenAI data
• Wiz Blogpost - Wiz Research Uncovers Exposed DeepSeek Database Leaking Sensitive Information, Including Chat History

Investigations into "reasoning"

• Blogpost - There May Not be Aha Moment in R1-Zero-like Training — A Pilot Study
• Preprint - s1: Simple test-time scaling
• Preprint - LIMO: Less is More for Reasoning
• Blogpost - Reasoning Reflections
• Preprint - Token-Hungry, Yet Precise: DeepSeek R1 Highlights the Need for Multi-Step Reasoning Over Speed in MATH