The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More

Andrew and Ben reconvene to answer your emails on DeepSeek and its implications. Topics include: DeepSeek as the Oakland A’s and Big Tech as the Red Sox, questions about distillation, video game history and coding to the metal, waiting for Silicon Valley products in AI, the future of compute demand and power consumption, and a variety of follow-up thoughts to Monday’s export control discussion.

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DeepSeek FAQ — Stratechery (stratechery.com/2025/deepseek-faq)

DeepSeek-R1, DeepSeek Implications — Stratechery Update (stratechery.com/2025/stratechery-updates-deeps…)

China and Geopolitics — Stratechery (stratechery.com/2020/chips-and-geopolitics)

On DeepSeek and Export Controls — Dario Amodei (darioamodei.com/on-deepseek-and-export-controls)

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