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DeepSeek R2 launch stalled as CEO balks at progress

reuters.com

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Re: DeepSeek R2 launch stalled as CEO balks at progress

#3
The title of the article is "DeepSeek R2 launch stalled as CEO balks at progress" but the body of the article says launch stalled because there is a lack of GPU capacity due to export restrictions, not because a lack of progress. The body does not even mention the word "progress".

I can't imagine demand would be greater for R2 than for R1 unless it was a major leap ahead. Maybe R2 is going to be a larger/less performant/more expensive model?

Deepseek could deploy in a US or EU datacenter ... but that would be admitting defeat.

Re: DeepSeek R2 launch stalled as CEO balks at progress

#4

The title of the article is "DeepSeek R2 launch stalled as CEO balks at progress" but the body of the article says launch stalled because there is a lack of GPU capacity due to export restrictions, not because a lack of progress. The body does not even mention the word "progress". I can't imagine demand would be greater for R2 than for R1 unless it was a major leap ahead. Maybe R2 is going to be a larger/less perform…

but deepseek doesn't actually need to host inference right if they opensource it? I don't see why these companies even bother to host inference. deepseek doesn't need outreach (everyone knows about them) and the huge demand for sota will force western companies to host them anyway.

Re: DeepSeek R2 launch stalled as CEO balks at progress

#6

The title of the article is "DeepSeek R2 launch stalled as CEO balks at progress" but the body of the article says launch stalled because there is a lack of GPU capacity due to export restrictions, not because a lack of progress. The body does not even mention the word "progress". I can't imagine demand would be greater for R2 than for R1 unless it was a major leap ahead. Maybe R2 is going to be a larger/less perform…

The lack of GPU capacity sounds like bullshit though, and it's unsourced. It's not like you can't offer it as a secondary thing, sort of like O-3 or even just turning on the reasoning.

Re: DeepSeek R2 launch stalled as CEO balks at progress

#7

The title of the article is "DeepSeek R2 launch stalled as CEO balks at progress" but the body of the article says launch stalled because there is a lack of GPU capacity due to export restrictions, not because a lack of progress. The body does not even mention the word "progress". I can't imagine demand would be greater for R2 than for R1 unless it was a major leap ahead. Maybe R2 is going to be a larger/less perform…

but deepseek doesn't actually need to host inference right if they opensource it? I don't see why these companies even bother to host inference. deepseek doesn't need outreach (everyone knows about them) and the huge demand for sota will force western companies to host them anyway.

Releasing the model has paid off handsomely with name recognition and making a significant geopolitical and cultural statement.

But will they keep releasing the weights or do an OpenAI and come up with a reason they can't release them anymore?

At the end of the day, even if they release the weights, they probably want to make money and leverage the brand by hosting the model API and the consumer mobile app.

Re: DeepSeek R2 launch stalled as CEO balks at progress

#8

The title of the article is "DeepSeek R2 launch stalled as CEO balks at progress" but the body of the article says launch stalled because there is a lack of GPU capacity due to export restrictions, not because a lack of progress. The body does not even mention the word "progress". I can't imagine demand would be greater for R2 than for R1 unless it was a major leap ahead. Maybe R2 is going to be a larger/less perform…

The article says this:

>June 26 (Reuters) - Chinese AI startup DeepSeek has not yet determined the timing of the release of its R2 model as CEO Liang Wenfeng is not satisfied with its performance,

>Over the past several months, DeepSeek's engineers have been working to refine R2 until Liang gives the green light for release, according to The Information.

But yes, it is strange how the majority of the article is about lack of GPUs.

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