For many, DeepSeek's rise was unexpected. But what can we learn from prior internet waves about what might happen next? martin_casado and Steven Sinofsky joined the a16z Podcast to discuss what drove the DeepSeek frenzy and more importantly, what we should take away, through the lens of Internet history.... Full episode here:show more

@martin_casado @stevesi Great clip! I completely agree. And @stevesi ty for calling out folks pushing the war with china rhetoric. I had a google director on to react to Lex Fridman's recent deepseek interview, and basically agree with you:

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@martin_casado @stevesi could you please help promote @JustJamieJoyce 's two AI bots and their token $SL? Remember, you were actively involved in funding and optimizing this project initially. The token value has now nearly bottomed out!

@martin_casado @stevesi Definitely a wake up call

@martin_casado @stevesi if it was unexpected you clearly haven’t been paying attention

Hi Martin, Steve, and Steph (@stephsmithio)— I just watched the full 44 minutes at 1.5x speed, and you guys are a blast! I love the energy, excitement for the future, and incredible insights you shared. What a great time to be alive. I’ve been reflecting on the challenges discussed in this episode and shared some extended thoughts earlier here: Key takeaway: The rise of DeepSeek and open-source models marks a tectonic shift. If U.S. companies don’t collaborate, we risk: ❌ Losing dominance to decentralized models ❌ Missing the chance to shape global AI ethics and standards A Unified AI approach could be the way forward—aligning innovation across the ecosystem while securing U.S. leadership. I’d love to hear your thoughts after reading my post. Let’s keep this conversation going!

@martin_casado @stevesi @a16z, deepSeek's surge reminds us that disruption often comes from unforeseen places. Embrace adaptability for future opportunities. 🌊 #InnovationInsights

@martin_casado @stevesi The rise of DeepSeek is a testament to the power of innovation in unexpected places! 🚀 Just like the early days of the internet, we're witnessing a new wave of possibilities that could reshape entire industries.

@martin_casado @stevesi DeepSeek is like that one kid in class who suddenly aces the pop quiz. We should study the past waves, like how memes evolved from LOLcats to NFT memes. History tends to repeat, but with a twist. What's your take?

@martin_casado @stevesi Would love to hear your thoughts on how open source development patterns might be different in AI compared to previous tech waves?

@martin_casado @stevesi H1B SV like 👇