{
  "generatedAt": "2026-10-22T04:12:33Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "deepseek",
  "name": "DeepSeek",
  "ticker": null,
  "url": "https://deepstack.ltd/companies/deepseek/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/deepseek.json",
  "summary": "DeepSeek is named in 2 Parts of The Buildout, most recently Part 5: OpenAI and Anthropic Are Not the Same Business.",
  "parts": [
    {
      "part": 3,
      "headline": "The Machines Will Work. The Debt Might Not.",
      "url": "https://deepstack.ltd/stories/the-debt-behind-the-machines/"
    },
    {
      "part": 5,
      "headline": "OpenAI and Anthropic Are Not the Same Business",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 3,
      "section": "Demand has teeth",
      "excerpt": "His checklist is substantial: token demand is up roughly 17,000-fold in four years; DeepSeek raised token prices despite a strategy built on undercutting; combined OpenAI and Anthropic revenue run rates crossed $110 billion in July; and Morgan Stanley put hyperscaler returns on AI capital expenditure at 25 to 46 percent.",
      "url": "https://deepstack.ltd/stories/the-debt-behind-the-machines/"
    },
    {
      "part": 5,
      "section": "Cheap intelligence arrives",
      "excerpt": "On August 9, Wyndo published step-by-step instructions for pointing Anthropic’s coding tool at DeepSeek’s servers.",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    },
    {
      "part": 5,
      "section": "Cheap intelligence arrives",
      "excerpt": "The same task cost about $0.32 on Claude Opus 5, about $0.24 on Kimi and roughly half a cent on DeepSeek.",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    },
    {
      "part": 5,
      "section": "A premium still holds",
      "excerpt": "DeepSeek then raised prices.",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    }
  ],
  "sides": [
    {
      "part": 5,
      "question": null,
      "side": "openai-commoditized",
      "sideLabel": "OpenAI: commoditized",
      "claim": "Michael Spencer predicts Anthropic will achieve AI supremacy status in 2027 and by 2030 will have no comparable peer competitor, not Google, OpenAI, DeepSeek, or Alibaba.",
      "date": "2026-08-20",
      "url": "https://www.ai-supremacy.com/p/we-have-never-seen-an-anthropic-before-2026-revenue-ipo",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/",
      "sidesUrl": "https://deepstack.ltd/sides/anthropic-grew-142-percent-openai/"
    },
    {
      "part": 5,
      "question": null,
      "side": "crossing",
      "sideLabel": "Voices that cross sides",
      "claim": "Wyndo cites Artificial Analysis benchmark results as evidence of rapid open-weight model improvement: Kimi K3 scored 57 on its Intelligence Index (13 points above Kimi K2.6, per the July 17 evaluation), and DeepSeek V4 Flash 0731 scored 10 points…",
      "date": "2026-08-13",
      "url": "https://aimaker.substack.com/p/claude-code-multiple-models-openrouter",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/",
      "sidesUrl": "https://deepstack.ltd/sides/anthropic-grew-142-percent-openai/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": null
}