DeepSeek's launch challenged the belief that horizontal AI models couldn't achieve mass consumer scale quickly, demonstrating rapid growth and user adoption.

The retention rates for Deepseek are slightly below ChatGPT, with 7% of users returning after 30 days for Deepseek compared to 9% for ChatGPT.

DeepSeek's release took the world by surprise, despite a year and a half of buildup and research behind it.

DeepSeek's release has led to a frenzy in the market, with significant reactions from investors and the tech community.

DeepSeek's rise in the open-source community is due to its strong reasoning model and user experience innovations that allow users to see the model's thought process, which had not been achieved before, and the 'DeepSeek moment' disrupted the market by providing a transparent and open-source approach that resonated with the community.

In markets where ChatGPT is restricted, Deepseek has a structural advantage, as users have no alternative but to use Deepseek.

DeepSeek-V3 is a new mixture of experts transformer language model from DeepSeek in China, designed for instruction-based tasks similar to ChatGPT.

The rapid rise of DeepSeek has raised questions about how they achieved such compatibility and capabilities with existing models.

DeepSeek's reasoning model was released for free at scale, contrasting with other models that required paid subscriptions, which contributed to its rapid adoption.