The avalanche of DeepSeek news continues. We are not yet spending more than a few hours at a time in the singularity, where news happens faster than it can be processed. But it's close, and I’ve had to not follow a bunch of other non-AI things that are also happening, at least not well enough to offer any insights.

So this week we’re going to consider China, DeepSeek and r1 fully split off from everything else, and we’ll cover everything related to DeepSeek, including the policy responses to the situation, tomorrow instead.