"Expert is *exactly* V4-lite. It's faster than V3 has *ever* been, has newer knowledge, and importantly it believes to have 1M context. They are simply using legacy API/V3.2 deployment settings for V4-lite."
"DeepSeek's V4/R2 is one of the most mythologized models ever, probably more than GPT-5; doubly so because there are ZERO leaks, they didn't announce any timeline, any labels or promises. Just noise in an information vacuum."
"DeepSeek has added a whole lot of job listings on Apr 2. Three for agent work, 9 in other R&D, 3 in management, and... 2 in data center operations in Ulanqab City, Inner Mongolia. First open confirmation of new DS-owned compute."
"Qwen *started* this way, Qwen-Plus were closed-first since Qwen 1.5 generation iirc. Kimi, Stepfun were full-closed and only opened after a kick from R1. This is a return to "normalcy"."
"GLM-5 is surprisingly good on prediction arena. Doesnt seem to be mere noise. On the other hand: see GPT 5.4 and Opus 4.6 being well below their official benchmarks — humans can tell."
"Prior to any official announcement from DeepSeek – at least a WeChat post – nothing that's happening is legible. They're brazenly A/B testing, changing inference settings, deploying placeholders in prod."
"DeepSeek has technically stopped open sourcing its frontier models in Q4 2025... so far. Is V4 a fulfillment of Dean's prediction, courtesy of the Party? Or just postponement? Let's wait and see."
"very interesting
Only Opus 4.6 and GPT 5.4 manage to absolutely avoid total bankruptcy in long-term betting. This is not so much a question of reasoning as one of learning from mistakes. Clearly, when things start going south, they can adjust towards safety.
Open models can't."
"People in policy don't understand the algorithmic improvement rate for post-training in the era of agents with really long contexts. V4 *almost certainly* has the latent capability to do this shit. Maybe with more tokens, maybe even with more total compute."