thanks. this really isnt that long, might as well paste in full here since OP deleted. Notes on DeepSeek: We visited the company HQ last Tuesday. It was founded in 2023 by Liang Wenfeng and operated out of his hedge fund, High-Flyer, until somewhat recently. The company released their R1 model in January 2025, so it was interesting to see what they’ve been doing The company is located in an unmarked, 12-story building in Hangzhou. There is no DeepSeek branding visible from the street or lobby. I asked why this is, and the team demurred and said, “Well, there are many companies in this building, and we are not special.” They want to keep a low profile. We met with their Head of Data and Head of Infrastructure. The company only has 300 employees. They are at least an order-of-magnitude smaller than Anthropic, and don’t care to scale further just yet. Their Head of Infrastructure, in particular, was young; maybe 30 years old and apparently one of the best AI buildout and energy experts in the country. (We briefly walked through the labs, and everybody seemed young. There was a lot of discussion; it felt like an exciting and energetic place.) Lots of competition is coming from Alibaba (Qwen), ByteDance, and Moonshot (Kimi). People in China seem to mostly use Kimi or Deepseek. Young people use VPNs to access Claude, though Anthropic has blockers around usage in China and make it difficult. Poaching between groups is common, just like in the U.S. DeepSeek has a reputation as being really smart and “cool,” maybe similar to Anthropic. Big labs are mostly in Beijing, near Tsinghua and Peking University, with Hangzhou as the main exception (DeepSeek and Alibaba/Qwen are there). The DeepSeek team reads western AI writers. They listen to Dwarkesh and read Gwern. The people we met with said they had never met with any employees from Anthropic. They were not at all concerned with some kind of hostile / AGI takeover scenario. They kept bringing up job loss (which is already high amongst youth in China) as their main concern. When we asked if they do red teaming on their models, they said no. In China, AI models are not regulated directly; the government instead has restrictions on how those models can be used in software, services, etc. As a whole, China seems to treat AI as just another technology, rather than as some kind of singularity moment. National attention is still on basic needs and infrastructure buildouts, and on providing more medicines for people. The “dreams of singularity" seem like a luxury or distant consideration. We asked the DeepSeek team: “What has the highlight been so far? What are your plans for an exit?” And they said that their highlight and great achievement was R1. They did not gesticulate at a future model or vision, but rather seemed proudest of what they’ve already done. They are content for now to remain ~6 months behind U.S. companies while maintaining a lower profile and team size.

"As a whole, China seems to treat AI as just another technology, rather than as some kind of singularity moment." This is a refreshing perspective.

China is probably more capitalist in many respects than the west these days. AI, robotics and automation is a way to push into the future. In the west we have endless researchers stuck in a psychosis that they are talking to a sentient being.

"National attention is still on basic needs and infrastructure buildouts, and on providing more medicines for people. The “dreams of singularity" seem like a luxury or distant consideration." Further on. Refreshing indeed.

US AI is almost a religious cult. It's devastating that they are treating it as a petty commodity

I would argue the US providers have gone full tilt into sales culture with respect to AI. Anything is said on a whim to redirect attention back from whomever is in the limelight. Initially I thought Anthropic was more pragmatic, but the constant release cycles of things that don't exist for most people, the gatekeeping, the statements made by Dario, it's all a part of large brand toxic sales and marketing. From the notes this part sat with me as the real difference: > As a whole, China seems to treat AI as just another technology, rather than as some kind of singularity moment. National attention is still on basic needs and infrastructure buildouts, and on providing more medicines for people. The “dreams of singularity" seem like a luxury or distant consideration. Meanwhile... In the fantasy land over here in the US we're constantly being told that it's "coming", "almost here", "too powerful for us to give you access to", "of national security importance!". Or... FUD. And while there may be trace amounts of truth in those overzealous statements we haven't seen a significant improvement in much outside of software development comparative to the spend and environmental impact.