It’s Monday, January 27. Why haven’t you written about DeepSeek yet?

I did! I wrote about R1 last Tuesday.

I totally forgot about that.

I take responsibility. I stand by the post, including the two biggest takeaways that I highlighted (emergent chain-of-thought via pure reinforcement learning, and the power of distillation), and I mentioned the low cost (which I expanded on in Sharp Tech) and chip ban implications, but those observations were too localized to the current state of the art in AI. What I totally failed to anticipate were the broader implications this news would have to the overall meta-discussion, particularly in terms of the U.S. and China. — Read More