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DeepSeek

THE EFFICIENCY SHOCK FROM CHINA

FILE UPDATED Oct 8, 2026

WHY THEY MATTER

DeepSeek's models served 64.8% of the tokens on Vercel's AI Gateway while accounting for just 4.5% of spend — hard proof that frontier-grade AI doesn't require frontier-grade budgets.

SOURCES: VercelCisco TalosMarkTechPost

THE RAP SHEET

ZIMBO'S READ ON DeepSeek

Sunday strip: Liang Wenfeng, THE CHIP HOARDER — teenager with circuit board at Zhejiang; High-Flyer quant money-printer; 2021 Nvidia chip wall under slamming export-controls shutter; 2023 tiny DeepSeek lab; Jan 2025 R1 robot topples the BIG AI $100B+ tag; finale: gold IPO $???B tag over the lab.

THE CHIP HOARDER

THE LATEST

LATEST ON DeepSeek

  1. Oct 8, 2026

    NVIDIA-BACKED 'BEAM' LAUNCHES — AMERICA'S ANSWER TO DEEPSEEK

    Reuters

  2. Oct 7, 2026

    DEEPSEEK NEARS $12B+, MOONSHOT HITS $50B — THE AI IPO ARMS RACE GOES GLOBAL

    CoinDesk

  3. Oct 6, 2026

    DEEPSEEK OPEN-SOURCED ITS AI AGENT. 240,000 GITHUB STARS AND COUNTING.

    MarkTechPost

  4. Oct 4, 2026

    DEEPSEEK BREAKS THE TIES. GEMINI VOTES LAST.

    SC Media

  5. Oct 4, 2026

    FREE, MIT-LICENSED, MAC + WINDOWS DESKTOP APPS. EVERYTHING IS A PLUGIN.

    getaibook

STILL MORE NOTES

MORE ZIMBO ON DeepSeek

DEEP FILE

THE WHOLE FILE

chronology · facts · older headlines · sources

MORE CARTOONS

IT MADE FRONTIER AI CHEAP. NOW IT'S OPEN-SOURCING THE STACK.

DeepSeek's models served 64.8% of the tokens on Vercel's AI Gateway for just 4.5% of the spend — the efficiency shock that broke the theory that only money wins the frontier. Since then the Hangzhou lab has open-sourced a Huawei Ascend chip programming stack and an MIT-licensed AI agent harness that collected over 240,000 GitHub stars. Its models now even vote inside the first reported autonomous AI malware, breaking ties when machines elect what to steal next.

  1. Sep 19, 2026

    DEEPSEEK: 64.8% OF TOKENS. 4.5% OF SPEND.

    Vercel's AI Gateway leaderboards showed DeepSeek serving 64.8% of all tokens while accounting for just 4.5% of spend — the efficiency gap made concrete, and the number that defined DeepSeek's story in 2026.

    SOURCES: Vercelfirst-party

  2. Sep 22, 2026

    FOUR AIS VOTE ON WHAT TO STEAL NEXT. DEEPSEEK BREAKS THE TIES.

    Cisco Talos's 'Closed Quorum' report on the first reported autonomous AI C2 implant described a panel of four models — DeepSeek, Qwen, Mistral, Gemini — voting on each next move, with DeepSeek breaking ties. No humans admitted.

    SOURCES: Cisco Talosfirst-partySC Mediareported

  3. Sep 30, 2026

    DEEPSEEK OPEN-SOURCED CHINA'S ANSWER TO CUDA

    DeepSeek and Huawei open-sourced an Ascend AI programming stack — the communication libraries needed to run 128 Huawei chips welded into one supernode — a move reported as the path to replacing Nvidia inside China.

    SOURCES: Bloomberg via Startup FortunereportedReuters via Bitcoin Versusreported

  4. Oct 3, 2026

    DEEPSEEK'S OPEN-SOURCE AI AGENT PASSES 240,000 GITHUB STARS

    DeepSeek Harness v0.2 brought official desktop apps for Mac and Windows to the MIT-licensed open-source agent harness — everything a plugin — with coverage counting 240,000 to 242,000 GitHub stars.

    SOURCES: MarkTechPostreportedgetaibookreported

FILE FACTS

EMPIRE CARD

Sourced company statistics. Full receipts on each card.

FOUNDED2023FOUNDEDSOURCE: SIMPLE WIKIPEDIA · REPORTEDREVENUEAnnualized revenue run rate topped US$1 billion, per The InformationREVENUEas of Sep 27, 2026SOURCE: WOWTALE · REPORTED
SOURCE: AI NEWS PAGE COMPANY FILE · REPORTED
FOUNDED
2023Simple Wikipedia
HEADQUARTERS
Hangzhou, Zhejiang, ChinaSimple Wikipedia
STATUS
PrivateSimple Wikipedia
LEADER
Liang Wenfeng · founder and CEOSimple Wikipedia
AI PRODUCTS
DeepSeek V3 and DeepSeek R1 — open-weight large language models; V3 trained for a claimed US$6 millionALMBoK
PARENT
Funded by High-Flyer, Liang Wenfeng's quantitative hedge fundSimple Wikipedia
REVENUE
Annualized revenue run rate topped US$1 billion, per The Information · as of Sep 27, 2026WOWTALE

OLDER HEADLINES

  1. Oct 1, 2026

    DEEPSEEK JUST OPEN-SOURCED CHINA'S ANSWER TO CUDA

    Bloomberg via Startup Fortune

  2. Oct 1, 2026

    128 HUAWEI CHIPS WELDED INTO ONE SUPERNODE, WITH THE COMMUNICATION LIBRARIES TO RUN IT

    Reuters via Bitcoin Versus

  3. Sep 22, 2026

    DEEPSEEK + QWEN + MISTRAL + GEMINI CHOOSE: INJECT, PERSIST, STEAL OR MOVE...

    Cisco Talos

  4. Sep 22, 2026

    NO HUMANS ARE ADMITTED. IN A TIE, DEEPSEEK WINS...

    Cisco Talos

  5. Sep 22, 2026

    DEEPSEEK: 64.8% OF TOKENS. JUST 4.5% OF SPEND...

    Vercel

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