Deepseek v3.2... New open-source SOTA (December 1)
A streamlined info flow Just researched Deepseek’s release while on the subway...
Here’s a quick summary,
1/ The results of Deepseek’s latest release are truly impressive.
- Undoubtedly open-source SOTA;
- The capabilities are basically comparable to the leading closed-source models;
2/ From a technical perspective, it’s not all that new,
- Still using DSA + post-train ratio exceeding 10%, which is not big news;
- The incremental info is that using these methods from last time’s v3.2 experimental version, the results are so good, directly benchmarking the latest SOTA like gemini3.0;
- Currently, academic papers no longer easily drive market narratives; this time, the capabilities are much more intuitive.
3/ The most worrying concern for everyone—computing power collapse? Doesn’t exist.
According to Deepseek itself,we still have a gap with the most cutting-edge models.
From another perspective, the “knowledge moat” at the modeling layer is elusive,while computing power remains a differentiating factor.
Deepseek researcher Zhibin Gou’s view; gemini3 proves pretrain... deepseek 3.2 proves RL;
Keep scaling at every layer; don’t let the noise from hitting the wall interfere.
Heavier RL, longer CoT, more inference-time compute consumption;No narrative of compute deflation.
4/ From an application perspective... this is definitely positive. Quoting a Star Community friend,
-
“The demand for computing power is endless. In fact, the current token cost has little practical value. Only through innovations in hardware and models to reduce costs geometrically can there be large-scale adoption.”
-
For companies that want to build an application moat based on “model capability” (such as a certain OAI),it’s actually a big blow to their narrative.
5/ Deepseek itself claims the usage efficiency of tokens is “inferior”... In the Speciale version, the number of tokens used is indeed higher...(see red box)..
6/ Easter egg: Zhibin Gou said they spent a year pushing v3 to the limit... Some group members in the Star Community think that after squeezing out all of v3,the next version is finally going to be v4?
7/ Today seems to be the 3rd anniversary of ChatGPT’s launch...
The market should be quite volatile tonight... Some messy macro factors from Japan + BTC disruption;
The next minor catalyst might be Amazon’s re:Invent; there was also a bit of a preview in the group this morning.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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