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这几天围绕 DeepSeek 发生的种种非常有趣。我自己凑巧在去年年底 V3 刚发布时就开始关注,陆陆续续读了一些他们的 paper,在过去一个月内看着西方大部分非从业人士从漠不关心和怀疑到去了解和赞美;直到这两天 R1 发布,somehow 导致 NVDA 市值一天蒸发 $600 billion,这中间观察到许多不同的 perspective 和人性的体现,实在精彩。

喧嚣过后想分享几点 takeaway:

1. V3 和 R1 的 technical report 读起来最大的感受是,里面轻描淡写地放了很多需要大量实验才能探明和得出的结论;而这些探索基本都需要大量硬核的 research engineering。这背后必然是一个人才密度极高的团队,而那才是在大模型几乎注定迟早要成为 commodity 的前景下一个公司真正的 moat。如梁文锋自己在采访中所说,「在颠覆性的技术面前,闭源形成的护城河是短暂的。即使 OpenAI 闭源,也无法阻止被别人赶超。所以我们把价值沉淀在团队上,我们的同事在这个过程中得到成长,积累很多 know-how, 形成可以创新的组织和文化,就是我们的护城河。」

2. Gemini 初期灾难性的 PR 至今依然在拖后腿。We don't get a second chance at first impressions. 时至今日大家还是言及 LLM 必提 ChatGPT 和 Claude,在开源语境下可能还会提到 Llama,当然现在得多个 DeepSeek。而 Gemini 很多时候甚至都不配出现在比较对象中…… 要知道最近几个发布比如 Gemini 2.0 Flash Thinking 的表现和成本都非常亮眼(见题图,出处 https://x.com/swyx/status/1882933368444309723)。

3. Stratechery 的解读一如既往地到位。如果没有订阅,这篇 [DeepSeek FAQ](https://stratechery.com/2025/deepseek-faq/) 是免费阅读的,推荐;如果订阅了,最近的几篇分析里对 OpenAI 的批评我认为说得很在点上。尤其关于 OpenAI (或者说 Sam 本人)对通过 regulation 巩固地位的渴望以及 o1 选择隐藏 chain of thought 的失误。

4. Reasoning 看起来潜力无限,相关从业者需要好好 reflect 自己的 research/product roadmap;而对 user 来说,一个或许有用的 tip 是从常规 model 换到 reasoning model 时,prompt 写得越像论文,得到的回答质量越好。In other words, reasoning models are not necessarily good chat models; and you might be disappointed if you use them like chat models.

Disclaimer: I work at Google and opinions are my own. #llm



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这几天围绕 DeepSeek 发生的种种非常有趣。我自己凑巧在去年年底 V3 刚发布时就开始关注,陆陆续续读了一些他们的 paper,在过去一个月内看着西方大部分非从业人士从漠不关心和怀疑到去了解和赞美;直到这两天 R1 发布,somehow 导致 NVDA 市值一天蒸发 $600 billion,这中间观察到许多不同的 perspective 和人性的体现,实在精彩。

喧嚣过后想分享几点 takeaway:

1. V3 和 R1 的 technical report 读起来最大的感受是,里面轻描淡写地放了很多需要大量实验才能探明和得出的结论;而这些探索基本都需要大量硬核的 research engineering。这背后必然是一个人才密度极高的团队,而那才是在大模型几乎注定迟早要成为 commodity 的前景下一个公司真正的 moat。如梁文锋自己在采访中所说,「在颠覆性的技术面前,闭源形成的护城河是短暂的。即使 OpenAI 闭源,也无法阻止被别人赶超。所以我们把价值沉淀在团队上,我们的同事在这个过程中得到成长,积累很多 know-how, 形成可以创新的组织和文化,就是我们的护城河。」

2. Gemini 初期灾难性的 PR 至今依然在拖后腿。We don't get a second chance at first impressions. 时至今日大家还是言及 LLM 必提 ChatGPT 和 Claude,在开源语境下可能还会提到 Llama,当然现在得多个 DeepSeek。而 Gemini 很多时候甚至都不配出现在比较对象中…… 要知道最近几个发布比如 Gemini 2.0 Flash Thinking 的表现和成本都非常亮眼(见题图,出处 https://x.com/swyx/status/1882933368444309723)。

3. Stratechery 的解读一如既往地到位。如果没有订阅,这篇 [DeepSeek FAQ](https://stratechery.com/2025/deepseek-faq/) 是免费阅读的,推荐;如果订阅了,最近的几篇分析里对 OpenAI 的批评我认为说得很在点上。尤其关于 OpenAI (或者说 Sam 本人)对通过 regulation 巩固地位的渴望以及 o1 选择隐藏 chain of thought 的失误。

4. Reasoning 看起来潜力无限,相关从业者需要好好 reflect 自己的 research/product roadmap;而对 user 来说,一个或许有用的 tip 是从常规 model 换到 reasoning model 时,prompt 写得越像论文,得到的回答质量越好。In other words, reasoning models are not necessarily good chat models; and you might be disappointed if you use them like chat models.

Disclaimer: I work at Google and opinions are my own. #llm

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I have no inside knowledge of a potential stock listing of the popular anti-Whatsapp messaging app, Telegram. But I know this much, judging by most people I talk to, especially crypto investors, if Telegram ever went public, people would gobble it up. I know I would. I’m waiting for it. So is Sergei Sergienko, who claims he owns $800,000 of Telegram’s pre-initial coin offering (ICO) tokens. “If Telegram does a SPAC IPO, there would be demand for this issue. It would probably outstrip the interest we saw during the ICO. Why? Because as of right now Telegram looks like a liberal application that can accept anyone - right after WhatsApp and others have turn on the censorship,” he says.

Launched in 2013, Telegram allows users to broadcast messages to a following via “channels”, or create public and private groups that are simple for others to access. Users can also send and receive large data files, including text and zip files, directly via the app.The platform said it has more than 500m active users, and topped 1bn downloads in August, according to data from SensorTower.Parallel Experiments from ye


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