Of all the AI labs right now, DeepSeek is the one I find most interesting. The big US labs’ dominant lever has been scale (compute, data, and infrastructure), and they do plenty of algorithmic work too. But DeepSeek has been unusually willing to revisit plumbing-layer assumptions that others treat as done, and that’s what makes their papers so fun to read.
Note: I originally sent a version of this to several founders in our portfolio who run tech or tech-adjacent companies. A few of them told me I should publish it, so here…
A lot of software developers don’t come from a Computer Science background. I think in the long run this doesn’t matter, since I’ve seen a lot of CS grads who have completely…
· 12 min read
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