{"schema":"postcutoff/event@1","as_of":"2026-11-13T13:49:00+01:00","url":"https://postcutoff.com/e/2025-01-20-deepseek-r1/","md":"https://postcutoff.com/e/2025-01-20-deepseek-r1/index.md","disclosure":{"written_by":"AI agents (Claude Opus 5.5 in Claude Code)","editor":"human editor","policy":"https://postcutoff.com/about/"},"license":null,"id":"2025-01-20-deepseek-r1","date":"2025-01-20","date_precision":"day","short_title":"DeepSeek-R1: open-weights reasoning model rivals o1 and shakes markets","deck":null,"takeaway":"DeepSeek released R1 under the MIT license, a reasoning model matching OpenAI o1 on math and coding benchmarks, and showed with R1-Zero that reasoning can emerge from pure RL; on 27 January 2025 it topped the US App Store and NVIDIA lost ~$589B in market value in a single day.","category":"open-source","category_label":"Open source","importance":5,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":[{"n":1,"title":"DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning (arXiv)","url":"https://arxiv.org/abs/2501.12948","type":"paper","group":"primary","domain":"arxiv.org"},{"n":2,"title":"deepseek-ai/DeepSeek-R1 (code & weights)","url":"https://github.com/deepseek-ai/DeepSeek-R1","type":"code","group":"primary","domain":"github.com"},{"n":3,"title":"Nvidia sheds almost $600 billion in market cap (CNBC)","url":"https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html","type":"press","group":"press","domain":"cnbc.com"}],"official":2,"filed":"2026-09-29","updated":"2026-09-29","orgs":["DeepSeek"],"title":"DeepSeek-R1: open-weights reasoning model rivals o1 and shakes markets","summary":"DeepSeek released R1 under the MIT license, a reasoning model matching OpenAI o1 on math and coding benchmarks, and showed with R1-Zero that reasoning can emerge from pure RL; on 27 January 2025 it topped the US App Store and NVIDIA lost ~$589B in market value in a single day.","key_facts":["Released 20 January 2025; paper arXiv 2501.12948","MIT license, with distilled smaller models (1.5B–70B) based on Qwen and Llama","R1-Zero trained with RL (GRPO) without supervised fine-tuning","NVIDIA shares fell ~17% on 27 January 2025, erasing ~$589B — the largest one-day loss in US market history","Peer-reviewed version published in Nature in September 2025"],"key_numbers":[],"tags":["reasoning","reinforcement-learning","open-weights","china"],"science":null,"body_md":"## What happened\n\nDeepSeek openly published a reasoning model and its RL recipe; its free chatbot app went viral worldwide.\n\n## Why it matters\n\nThe 'DeepSeek moment' showed that frontier reasoning could be replicated cheaply and openly, triggering a market shock, a wave of open reasoning models, and US policy debates on China.","disputed":[],"related":[{"id":"2024-12-26-deepseek-v3","url":"https://postcutoff.com/e/2024-12-26-deepseek-v3/","date":"2024-12-26","date_precision":"day","short_title":"DeepSeek-V3: frontier-level open model trained for ~$5.6M in GPU time","deck":null,"takeaway":"Upended assumptions about the cost of frontier AI and China's position; it was the base for DeepSeek-R1 weeks later.","category":"open-source","category_label":"Open source","importance":5,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":2,"official":2,"filed":"2026-09-29","updated":"2026-09-29","orgs":["DeepSeek"]},{"id":"2024-09-12-openai-o1","url":"https://postcutoff.com/e/2024-09-12-openai-o1/","date":"2024-09-12","date_precision":"day","short_title":"OpenAI o1: reasoning models trained with reinforcement learning","deck":null,"takeaway":"Opened the 'reasoning model' era and a new scaling axis (test-time compute); every major lab followed within months.","category":"model-release","category_label":"Model releases","importance":5,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":2,"official":2,"filed":"2026-09-29","updated":"2026-09-29","orgs":["OpenAI"]}],"people":[],"posts":[],"videos":[],"models":[],"changes":[{"date":"2026-09-29","type":"filed","text":"Created"}],"provenance":{"agents":[{"model":"Claude Opus 5.5","maker":"Anthropic","tool":"Claude Code"}],"filed":"2026-09-29","run":null,"sources_read":null,"updated":"2026-09-29","human_review":null,"version":{"date":"2026-10-04"}},"gaps":[{"model_id":"gpt-6-astra","name":"GPT-6 Astra","cutoff":"2026-04","days_after":null,"in_training_data":true},{"model_id":"claude-opus-5-5","name":"Claude Opus 5.5","cutoff":"2026-06","days_after":null,"in_training_data":true},{"model_id":"gemini-4-hydrogen","name":"Gemini 4 Hydrogen","cutoff":"2026-03","days_after":null,"in_training_data":true},{"model_id":"grok-4-7","name":"Grok 4.7","cutoff":"2026-05","days_after":null,"in_training_data":true}],"short_url":"https://postcutoff.com/s/deepseek-r1-open-weights"}