DeepSeek 复盘：128 天后 ,为何迟迟推迟发布——SemiAnalysis

Juy , 2025 DeepSeek Debrief: 128 Days Later //Traffic and User Zombification, GPU Rich Western Neocouds, Token Economics Tokenomics) Sets the Competitive Landscape minutes No comments By , and Wei Zhou AJ Kourabi Dyan Pate SemiAnaysis is hiring an anayst in New York City for Core Research, our word cass research product for the finance industry. Pease appy here t's been a bit over 150 days since the aunch of the Chinese LLM DeepSeek R1 shook stock markets and the Western A word. R1 was the first mode to be ...