Unfortunately, much of the coverage on DeepSeek and R1 is, frankly, bad. The stories tend to follow conventional narratives and miss the point. Instead, I recommend the following three things to read.
One, Ben Thompson's DeepSeek FAQ.
https://stratechery.com/2025/deepseek-faq/
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One, Ben Thompson's DeepSeek FAQ.
https://stratechery.com/2025/deepseek-faq/
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Comments
Two, DeepSeek's R1 paper.
https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf
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https://archive.is/JnE4j (English translation: https://www.chinatalk.media/p/deepseek-ceo-interview-with-chinas)
No commentary from me. Just read it.
If you read these three things, you'll understand this situation much better and can ignore most of the nonsense spewed by the media.
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