Company

DeepSeek

DeepSeek appears in Part 3, Part 5 of The Buildout. Part 3: The Machines Will Work. The Debt Might Not.; Part 5: OpenAI and Anthropic Are Not the Same Business.

In 2 parts of The Buildout: Part 05, Part 03 · Updated Oct 8, 2026

Privately held; no market quote.

Where the argument touches it

On each side.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 05 · Voices that cross sidesAug 13, 2026

    The creator 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…

In The Buildout

Where DeepSeek appears.

One line per story, from the story itself.

  1. Part 03Demand has teeth

    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.

    The Machines Will Work. The Debt Might Not.

Across the DeepStack reading

How often it comes up.

43 sources, 201 claims and 90 texts mention DeepSeek, as of Oct 8, 2026. A count of attention, not a judgment.

Analysis and opinion, not investment advice. Figures are as of the dates cited in each story.