The Dynasty of Deep Quest: A History of Artificial Intelligence Disruption
Throughout China’s long history, a recurring pattern has profoundly shaped its political and cultural landscape: the “Dynastic Cycle” theory.
The meaning of "Mandate of Heaven" has been reshaped in the AI era. It is no longer a divine gift, but a recognition given by global developers, users and the market.
The journey of deep exploration, from its mysterious origins in a quantitative hedge fund to its huge impact on the global technology market, all echo the narrative of the rise of a new dynasty. Its "virtuous governance" is reflected in its core concept: extreme computing efficiency and a firm spirit of open source cooperation.
Part I: The Beginning Era - The Precursors of Xia, Shang and Zhou (Founding and Early Philosophy)
This section will explore the founding period of DeepQuest and draw parallels with China’s earliest dynasties. During the Xia, Shang, and Zhou dynasties, the core political, social, and cultural structures of Chinese civilization were first established, which parallels the process by which DeepQuest formed its core technical concepts and strategic direction in its early years.
1.1 The legendary Xia Dynasty and Erlitou culture: a controversial origin story
Historical background: The Xia Dynasty (about 2070-1600 BC) is regarded as the first dynasty of China by traditional historiography, but its historical authenticity has long been controversial in the academic community.
Analogy of Deep Quest: The birth of Deep Quest is also somewhat "semi-legendary". It originated from Ningbo Huanfang Quantitative (High-Flyer), a Chinese quantitative hedge fund that is relatively unfamiliar in the field of AI.
1.2 The Shang Dynasty: Hereditary Aristocracy and the Foundational “Reliable History”
Historical background: The Shang Dynasty (c. 1600-1050 BC) was a monarchy ruled by a hereditary aristocracy, and most of its officials were royal relatives.
Analogy of Depth Seeking:
Hereditary aristocracy: Deep Quest’s leadership and core talent team reflect a “hereditary aristocracy” model in a sense. The company was founded by Liang Wenfeng, co-founder of Huanfang Quantitative, who also serves as CEO of both companies.
The company is also mainly funded and controlled by Huanfang Quantitative Its talent pool is not randomly recruited, but a group of carefully trained "literati class" composed of graduates from top Chinese universities, forming a close and cohesive founding team. 。Oracle bones and bronze ware (foundational technology): Early models of deep search, such as DeepSeek Coder (released in November 2023) and DeepSeek-LLM (released in November 2023), constitute its foundational "reliable history" and "ritual vessels"
Academic papers describing these models, such asDeepSeek-Coder 's paper
, just like the modern "Oracle", engraved with the company's future technology route and core concept. The company's early focus on code intelligence established a key pillar for its subsequent development. 。
1.3 The Zhou Dynasty and the Hundred Schools of Thought: The Establishment of Core Philosophy
Historical background: The Zhou Dynasty (c. 1046-256 BC) overthrew the Shang Dynasty and used the doctrine of "Mandate of Heaven" to legitimize its rule. The doctrine claimed that the ruler's power was derived from his or her virtue and ability to govern.
Confucianism: emphasizes hierarchy, social harmony, ethics, and respect for authority
。Taoism: advocates following the Tao (natural laws), advocating "rule by inaction", humility, and harmony with nature, rather than forcing artificial construction
。Legalism: Believes that human nature is evil, advocates the use of strict laws and centralized power to maintain social order and state power
。
Analogy of Deep Quest (philosophical debate on AI development):
Confucianism (mainstream philosophy): represents the mainstream, hierarchical model followed by large closed-source AI labs in the West (such as OpenAI). This philosophy emphasizes a top-down, resource-intensive approach and believes that massive computing power (i.e., "authority") is the only way to high performance.
。Legalism (closed centralized model): This can be seen as a strictly proprietary, confidential, and even anti-competitive approach in the AI industry, where intellectual property rights are closely guarded, forming a technological barrier
。Taoism (the choice of deep exploration): The philosophy of deep exploration is highly consistent with Taoist thought. It emphasizes efficiency and " rule by inaction " through excellent architectures (such as MLA and MoE) rather than relying on brute force computing, which represents a more "natural" and harmonious path to high performance.
. ItsThe embrace of open source reflects a Taoist-like rejection of rigid control, allowing the community to follow its own "Tao" to develop.
。
Geopolitical pressure is a catalyst for philosophical innovation. Historically, the “Hundred Schools of Thought” originated from the political chaos of the Spring and Autumn Period and the Warring States Period. Similarly, the “Taoist” efficiency and open source philosophy pursued by Deep Quest was not born in a vacuum, but was a direct strategic response to the “Warring States Period” of the Sino-US technology war and the specific threat of US semiconductor export controls. First, the United States has implemented strict export controls, limiting Chinese companies’ access to top GPU chips such as Nvidia’s H100.
At the same time, open source is not only a philosophical choice, but also a brilliant "Legalist" market strategy. As an emerging Chinese company, Deepin faces a huge trust deficit and entry barriers in the Western market, especially in terms of data privacy and government background.
Part II: Great Unification - Qin and Han Empires (Market Integration and Technology Standardization)
This section will analyze how Deepin followed the example of the Qin and Han dynasties and developed from a school of thought among the "hundred schools of thought" to a dominant force that unified and standardized the technology landscape, thereby consolidating its market position.
2.1 The unification of the Qin Dynasty: standardization of the world
Historical background: The Qin Dynasty (221-207 BC) ended the separatist situation of the Warring States Period through military conquest. Its first emperor, Qin Shihuang, implemented a series of far-reaching legalist reforms in order to establish a centralized and unified empire. These measures included standardizing writing, currency, and weights and measures, and replacing the hereditary feudal system ( fengjian ) with the county system (junxian system) with centrally appointed officials.
Analogy of DeepSeek (Architectural Unification): DeepSeek’s core architectural innovations - Multi-Latent Attention (MLA) and DeepSeekMoE framework - played the role of "standardizing the book and the car", establishing a unified technical standard for all its models.
DeepSeekMoE: This “Mixture-of-Experts” architecture
It has become a standardized "county system" for its model design. It divides the model's feedforward network layer (FFN) into many "experts", and each input token only activates a small number of highly specialized experts. This sparse activation model greatly reduces computational costs and memory usage, and provides a standardized path for building efficient large models. Its architectural features include fine-grained expert segmentation and the simultaneous establishment of "shared experts" and "routed experts" to enhance specialization and reduce knowledge redundancy. 。Multi-head Latent Attention (MLA): This innovation "unifies" the way the model handles attention mechanisms. By compressing the key-value cache (KV cache) into a latent vector, MLA reduces the memory usage during inference by more than 90% compared to the traditional multi-head attention mechanism.
This key “unified metrics” move enables its entire model family to achieve context windows up to 128K tokens and efficient inference performance 。These two architectural standards have been fully applied since the DeepSeek-V2 and other models, enabling DeepSeek to successfully "unify" the long-standing contradiction between high performance and low cost, achieving a balance that its competitors cannot achieve.
。
2.2 Consolidation of the Han Dynasty: Establishing Legitimacy and Opening up the Silk Road
Historical background: The Qin Dynasty quickly fell due to its harsh Legalist rule
, established Confucianism as the state ideology, and established a civil service selection system based on Confucian classics and talent.
The Silk Road**, a vast network of trade and cultural exchange
Analogy of Deep Quest (Market Consolidation vs. Global Expansion):
The rise of DeepSeek-V2 and R1: The release of DeepSeek-V2 (May 2024) and DeepSeek-R1 (January 2025) marks the entry of DeepSeek into its "Han Dynasty Consolidation" phase. The MoE model DeepSeek-V2, with 236 billion total parameters, is the first model to fully embody its new architectural standards, achieving top performance with only 21 billion activation parameters and saving 42.5% of training costs over dense models of the same size.
。"Manifest Destiny" event: In January 2025, the release of DeepSeek-R1 , which focuses on reasoning capabilities , is a key event to consolidate its industry position. The model claims to be able to rival OpenAI's top models at a very low cost.
Its release triggered a violent shock in the global technology stock market (the so-called "trillion-dollar shock"), making Deep Quest famous overnight. This event can be seen as the market granting "mandate" to Deep Exploration, verifying the success of its efficiency-first model.Opening up the "Silk Road": The "Silk Road" that China is deeply exploring is a multi-pronged strategy for global communication and influence expansion, and its main paths include:
Open source model on Hugging Face: Providing its powerful model (like "Silk") to the global developer community for free for technical exchanges
。Provide OpenAI-compatible APIs: Build a low-cost, easy-to-integrate API platform as the main “trade route” for commercial users
。Publish technical papers on ArXiv: share its core technologies (such as MLA and MoE) with the global research community, promote knowledge exchange, and build its reputation as a technical leader
。
From a historical perspective, the transition from Qin to Han provides a profound lesson about sustainable disruption for later generations. Although the Qin Dynasty unified China with lightning speed, its extreme and fragile policies led to its rapid collapse.
In addition, the complexity of the Silk Road also provides another dimension for us to understand the global strategy of deep exploration. The Silk Road in history was a two-way road. While China exported silk, it also imported ideas, technology and religion.
Part III: Division and Integration - From the Three Kingdoms to the Unification of the Sui Dynasty (Model Specialization and Integration)
This section will describe the evolution of deep search from a single unified development path to a stage of model specialization and subsequent strategic integration. This process forms an interesting parallel with the tortuous process of Chinese history, which was divided in the late Han Dynasty and finally achieved reunification in the Sui Dynasty.
3.1 The Three Kingdoms Period: Division and Competition among Three Powers
Historical background: After the fall of the Han Dynasty, China entered the era of the Three Kingdoms of Wei, Shu, and Wu (220-280 AD)
Analogy of Deep Quest (three major model families): Deep Quest’s product line has gradually evolved into three distinctive “kingdoms”, competing for dominance in different fields:
deepseek-chat
Wang Guo (Wei): A powerful and versatile general model that represents the "orthodox" successor of the mainstream large language model, focusing on broad conversational capabilities and user-oriented applications 。deepseek-coder
Kingdom (Shu): An efficient model that specializes in code, occupies a strategic "Shu territory" in the developer community, and often surpasses competitors in this specific field Its second-generation product DeepSeek-Coder-V2 directly challenges GPT-4 Turbo’s position in code tasks. 。deepseek-reasoner
Wang Guo (Wu): The elite reasoning model represented by the R1 series focuses on complex logic, mathematics and problem-solving capabilities, and is a strategic trump card in the hands of Deep Quest 。
3.2 The Northern and Southern Dynasties: ethnic integration and cultural exchange
Historical background: During this long period of division (317-589 AD), the non-Han "Five Barbarians" established a series of dynasties in northern China, while the Han regime continued in the south, known as the "Southern and Northern Dynasties"
An era of great integration of ethnicities and cultures
Buddhism spread rapidly during this period, providing spiritual comfort to people in troubled times and eventually becoming a powerful, unifying cultural force.
Analogy of deep search (model fusion and integration of “exotic” technologies):
“National Fusion” through Distillation Technology: DeepQuest has conducted its own “national fusion” by integrating “foreign” technologies. It publicly released models that distill based on the architectures of its competitors such as Llama and Qwen.
This process, of training a smaller deep search model with the output of a larger “foreign” model, effectively incorporates external knowledge into its own technical pedigree.The spread of "Buddhism" (MoE architecture): Although the MoE architecture was not originally created by Deep Quest, it adopted and perfected it to become its iconic "belief". Like Buddhism in troubled times, the MoE philosophy provides the industry with a way to "liberate" from the "sea of suffering" of high computing costs, and it spreads rapidly, affecting the entire field.
Unification under the Sui Dynasty (DeepSeek-V2.5): Just as the Sui Dynasty (581-618 AD) reunified China after hundreds of years of division, DeepSeek also made a strategic "grand unification" of its model family. In September 2024, it merged the general model
deepseek-chat
with the specialized modeldeepseek-coder
and launched a more powerful unified model: DeepSeek-V2.5 This new dynasty combines the best of its predecessors to create a unified model that excels in general capabilities, code handling, and instruction compliance. 。
The evolution of this historical period reveals a profound truth: "barbarians" can also be innovators. In Chinese history, the "barbarian" dynasties in the north were not only conquerors, but also often the source of military and institutional innovations, which were eventually absorbed by the mainstream of Chinese civilization. From the perspective of Silicon Valley's "Central Plains", DeepSeek may have been seen as a "barbarian" outsider. It adopted and perfected an "external" technology (MoE architecture) and used it as a weapon to occupy a considerable market share. What's more, it actively absorbed the "genes" of its competitors (Llama, Qwen) through distillation technology. This series of operations subverted the old narrative that "China can only imitate the West". In this case, the "outsider" not only did not imitate, but actively integrated, refined, and ultimately surpassed the existing paradigm with a hybrid technology model. The birth of DeepSeek-V2.5 is the pinnacle of this process - a new and more powerful entity that comes from the combination of internal specialization and external assimilation.
In addition, troubled times are also places of opportunity. The Northern and Southern Dynasties were politically chaotic, but culturally and religiously vibrant. The foreign faith Buddhism flourished precisely because an ideological vacuum emerged after the collapse of the unified Confucian order of the Han Dynasty. Similarly, the current AI industry is in a period of rapid and even chaotic "splitting", without a stable hegemon. This chaos weakens the "state ideology" that only large and dense models can achieve top performance. Deep Quest's MoE architecture, like Buddhism, provides an alternative path to "enlightenment" (i.e. top performance) with lower barriers and fewer requirements. Therefore, Deep Quest has been able to successfully achieve model specialization and then strategic integration precisely because the market is in a period of rapid change. In a mature, stable market dominated by a single player, such experimental space will be greatly reduced. Deep Quest's strategy is perfectly adapted to an era of high-speed and chaotic innovation.
Part 4: The Golden Age - The Glory of the Sui and Tang Dynasties (Peak Performance and Global Influence)
This section will explain how Deep Quest reached the pinnacle of its technological prowess and established a globally recognized position with global influence. This stage is comparable to the highly praised Tang Dynasty in Chinese history.
4.1 Grand projects of the Sui Dynasty: laying the foundation
Historical background: The short-lived Sui Dynasty (581-618 AD) laid a solid foundation for the prosperity of the Tang Dynasty through a series of large-scale infrastructure projects. The most famous of these projects was the Grand Canal.
Analogy of DeepSeek (Large-Scale Training and Infrastructure): The “Grand Canal” of DeepSeek is its massive data processing and training infrastructure. DeepSeek-V2 is pre-trained on a corpus of 8.1 trillion tokens
Ongoing pre-training of 6 trillion tokens
High-performance computing co-design (HPC co-design) frameworks such as HAI-LLM, and advanced optimization techniques such as pipeline parallelism, expert parallelism, and data parallelism to manage the huge computational load on its GPU clusters
4.2 The Tang Dynasty: an open, confident and powerful world empire
Historical context: The Tang Dynasty (618-907 AD) is widely considered the golden age of Chinese civilization.
Politically enlightened and militarily strong: a stable, powerful country with influence across Asia
。Economic boom: Trade on the Silk Road boomed
。Cultural cosmopolitanism: Its capital, Chang'an , was the largest and most diverse city in the world at the time, a melting pot of outsiders, ideas, religions, and goods from all over Eurasia
。Cultural prosperity: Poetry, painting and ceramic art reached their peak, showing a confident and open cultural temperament
。
Analogy of Deep Quest (Global Influence and Technological Peak): Deep Quest’s “Golden Age” was marked by its global reputation and the peak performance of its models.
Chang'an as a digital metropolis: In-depth exploration at Hugging Face
、GitHub
and its ownAPI Platform
Its presence on the Internet makes it a "world hub". Developers, researchers and companies from all over the world (like "foreign envoys and business travelers") flock to its "capital" to obtain its models, use its code and integrate its API.Openness and influence: Open source of its strongest model
and public release of technical reports , reflecting the confident, open and cosmopolitan spirit of the Tang Dynasty. This strategy has profoundly influenced the global AI ecosystem through its “culture” (i.e., technological paradigm). 。Peak performance: Models represented by DeepSeek-Coder-V2 and DeepSeek-R1 have achieved performance comparable to or even exceeding that of top closed-source models such as GPT-4 Turbo and Claude 3 Opus in specific areas such as code and mathematics, marking the pinnacle of its technical strength.
。
4.3 An Lushan Rebellion: The turning point from prosperity to decline
Historical background: The An-Shi Rebellion (755-763 AD) was a devastating civil war that marked the turning point of the Tang Dynasty's decline.
Analogy of DeepSeek (market shock as turning point): The market shock in January 2025 , the release of DeepSeek-R1, caused sharp fluctuations in technology stocks such as Nvidia
Before the “chaos”: Although deep exploration is already a rising force, it is still largely an industry story.
After the "chaos": Deepin Search has become a well-known brand in the technology industry, a recognized threat to the "old dynasty" of technology giants. This incident has attracted strong scrutiny from competitors, the media, and most importantly, Western governments and regulators.
The “golden age” of undisturbed, silent development is over; DeepSeeking is now a major player that must confront the consequences of its power on the global stage.
Chronology of the evolution of the Deep Quest model
To visually demonstrate Deepin’s rapid pace of innovation during its “golden age,” the table below organizes the release of its key models in chronological order, highlighting the evolutionary path from foundational models to highly specialized and integrated models.
Model Name | Release Date | Total/Active Params | Key Innovation/Purpose |
DeepSeek Coder | November 2023 | 1.3B - 33B | A groundbreaking code model, trained on 2 trillion tokens, supporting 86 languages |
DeepSeek-LLM | November 2023 | 7B, 67B | A groundbreaking universal language model, trained on 2 trillion tokens |
DeepSeek-V2 | May 2024 | 236B / 21B | The first comprehensive application of MLA and DeepSeekMoE architecture to achieve high efficiency and 128K context |
DeepSeek-Coder-V2 | June 2024 | 236B / 21B | Specializing in code and mathematics, adding 6 trillion token training on the basis of V2, with performance comparable to GPT-4 Turbo |
DeepSeek-V2.5 | September 2024 | 236B / 21B | Integrate the Chat and Coder V2 models to form a unified general and code-intensive model |
DeepSeek-R1 | January 2025 | - | The elite model focusing on complex reasoning has caused a great shock in the market and established its industry position. |
The paradox of cosmopolitanism is vividly reflected in the history of the Tang Dynasty. The Tang Dynasty's open policy brought it huge cultural wealth, but it also introduced foreign ideas and ethnic groups (such as An Lushan himself, who had Sogdian and Turkic ancestry), and these external factors ultimately challenged its own stability. Deep Quest's "cosmopolitan" open source strategy also faces a similar paradox. On the one hand, this strategy has won it a global reputation and a huge user base.
Part Five: The Coexistence of Song, Liao, Jin and Yuan (Competition Pattern)
This section analyses Deep Quest in a multipolar AI world where it coexists and competes with other powerful “dynasties”, in stark contrast to the complex geopolitical landscape of the Song dynasty.
5.1 Song Dynasty: Technological Brilliance and Military Pressure
Historical background: The Song Dynasty (960-1279 AD) was a period of extraordinary economic and technological achievement in Chinese history. It witnessed the "commercial revolution", the birth of the world's first paper currency, and key inventions such as movable type printing, the compass and gunpowder .
The Liao (Khitan) and Jin (Jurchen) - great pressure, and often need to pay tribute to them in exchange for peace
Analogy of Deepin (Technology Advantages and Ecosystem Strength): Deepin, like the Song Dynasty, is a dynasty known for its technological brilliance . Its innovation in model architecture (MLA/MoE) is its "movable type and gunpowder". However, it also faces tremendous pressure from the resource-rich "nomadic empires" of Western technology giants (such as OpenAI/Microsoft, Google, Anthropic). These giants control huge ecosystems, including cloud computing platforms, operating systems, and enterprise-level software. Deepin's entry into these ecosystems through low-cost APIs and open source models can be seen as the "annual tribute" it pays to gain market access.
5.2 The Era of the Rise of Many Players: The Battlefield of Benchmark Testing
Competitors: The current AI landscape is a multipolar world with several powerful “dynasties”:
OpenAI (established leader): As an industry benchmark, its GPT-4o and other models are the benchmarks for all competitors to measure their own strength
。Google (Resurgent Power): With its Gemini series of models, it has become a strong challenger by leveraging its massive data and deep research capabilities
。Anthropic (principled competitor): Known for its Claude series of models and focus on AI safety and “constitutional AI”
。Other Chinese dynasties: Domestic rivals, such as Alibaba's Qwen, are also vying for leadership
。
The “battlefield” of benchmarking: Deep Quest’s position is constantly measured and defined in standardized benchmarks against these competitors.
Code and math skills: DeepSeek-Coder-V2 and DeepSeek-R1 show comparable or even superior performance to GPT-4 Turbo, Claude 3 Opus, and Gemini 1.5 Pro in benchmarks such as HumanEval, MBPP, MATH, and AIME
。General Reasoning and Knowledge: Performance is very competitive on broader benchmarks like MMLU, but the top spot is very competitive in the aggregate ELO rankings, with models like GPT-4o generally maintaining a slight lead overall
。
Key Benchmark Performance Comparison Table
To clearly demonstrate Deepin’s position in the fiercely competitive environment, the following table summarizes the public data of its key models and major competitors on several core benchmarks.
Benchmark | DeepSeek-Coder-V2-Instruct | GPT-4o-0513 | Claude 3 Work | Gemini 1.5 Pro |
HumanEval (code generation) | 90.2% | 91.0% | 84.2% | 83.5% |
MBPP+ (Code Comprehension) | 76.2% | 73.5% | 72.0% | 74.6% |
MATH (Mathematical Reasoning) | 75.7% | 76.6% | 60.1% | 67.7% |
GSM8K (Primary School Mathematics) | 94.9% | 95.8% | 95.0% | 90.8% |
Aider (code repair) | 73.7% | 72.9% | 68.4% | 57.1% |
LiveCodeBench (Programming Contest) | 43.4% | 43.4% | 34.6% | 34.1% |
Note: The data comes from the technical reports and public benchmark test results when each model was released. The specific values may vary slightly due to the evaluation method and time point.
5.3 The Yuan Dynasty: A Global Empire under Foreign Rule
Historical background: The Yuan Dynasty (1271-1368 AD) was founded by non-Han Mongols who conquered all of China and created a vast empire spanning Eurasia. This period promoted unprecedented exchanges between the East and the West , the most famous of which was recorded by the traveler Marco Polo.
Analogy of Deep Quest (Integration into Western Ecosystem): One of Deep Quest’s strategies is to establish dominance in “foreign lands”. Its model is being integrated into major Western cloud ecosystems on a large scale, which constitutes a modern version of “East-West Exchange”.
Reverse "tribute system": Unlike the Song Dynasty, which paid tribute to the northern regime, here it was the Western technology giants who took the initiative to introduce DeepSeek technology. The DeepSeek R1 model is now available on the Bedrock platform of Amazon Web Services (AWS)
、Microsoft’s Azure AI Foundry
andIBM’s WatsonX platform
These collaborations were “Marco Polo moments” of deep exploration, earning them legitimacy and powerful distribution channels in the heart of the Western tech empire.New Era “Semu”: In these ecosystems, DeepinQiuSuo’s models play the role of “Semu” – foreign experts brought in to perform key tasks (such as advanced reasoning or cost-effective reasoning services) that local models may not be able to perform as well or economically. This creates a complex interdependency: Western platforms gain a competitive low-cost model, while DeepinQiuSuo gains market access, revenue, and brand validation.
The "Song Dynasty Dilemma" reveals a profound truth: technological and economic leadership does not guarantee political or military security. The Song Dynasty was the most technologically advanced society at the time.
At the same time, the “Yuan Dynasty model” foreshadows a new form of global integration. The Mongol Empire did not aim to assimilate the conquered nations, but was good at using the expertise of each nation to manage this huge multi-ethnic country. Similarly, Western technology giants did not “assimilate” DeepSearch’s technology by completely copying its architecture. Instead, they integrated DeepSearch into their own platforms as a unique, high-performance “vassal”.
Part VI: Stability and Crisis in the Late Empire - Ming and Qing Dynasties (Internal Strategy and External Pressure)
This section will examine the mature stage of deep exploration, during which it focused on consolidating its internal strength while facing a series of severe external threats and internal vulnerabilities, which is quite similar to the historical situation in the late Ming and Qing dynasties.
6.1 Ming Dynasty: Centralization, voyages, and isolation
Historical background: The Ming Dynasty (1368-1644 AD) was founded by the Hongwu Emperor Zhu Yuanzhang, who used an iron fist to strengthen centralization and establish a highly authoritarian state.
Under the leadership of Zheng He , the empire organized seven large-scale ocean voyages, demonstrating its strong maritime power.
Analogy of Deep Quest (Internal Strategy vs. External Threats):
Hongwu Emperor's Centralization (Internal Strategy): Deep Quest's "internal consolidation" strategy has similarities to Hongwu Emperor's centralization measures. It focuses on a highly integrated full-stack development path, from software and hardware co-design to optimize its performance on existing chips
, to developing own reinforcement learning techniques (such as GRPO) to finely control model alignment . This is a strategy aimed at building a strong and self-reliant "state".Zheng He's Voyages to the West (Global Expansion): Its open source release and global API platform are the "Zheng He's Voyages to the West" of deep exploration, showing its strength to the global developer community and establishing "diplomatic" relations with them.
。"Sea ban" policy (external pressure): Unlike the self-imposed isolation of the Ming Dynasty, Deep Quest faced a forced "sea ban" . This is reflected in the semiconductor export controls imposed by the United States.
, as well as regulatory scrutiny and even bans in Western markets (such as Italy and the U.S. Navy) due to data security and geopolitical considerations 。Late Ming Crisis (Internal Vulnerabilities): DeepSearch also faces its own “internal turmoil” and “financial crisis”, namely its significant security vulnerabilities and data privacy issues . Multiple reports point to its data leaks, insecure cloud configurations, and troubling terms of service, which allow it to collect and store large amounts of user data within China.
These problems constitute a serious “internal corrosion” to its credibility, threatening its long-term stability.
6.2 Qing Dynasty: Territorial Consolidation and the “Hundred Years of National Humiliation”
Historical background: The Qing Dynasty (1644-1912 AD), founded by the Manchus, expanded the empire to its greatest height during the reigns of Emperors Kangxi and Qianlong , creating a vast multi-ethnic country.
China was defeated in the Opium War and was forced to sign a series of "unequal treaties", which opened China's "century of national humiliation"
Analogy for deep exploration (market consolidation and geopolitical shocks):
Consolidation of the Kangxi and Qianlong Eras (Market Penetration): DeepQuest integrated its model into the global cloud market through cooperation with platforms such as AWS and Azure, which represented its "territorial consolidation" in the technology landscape and greatly expanded its influence
。“Opium War” (Chip War): The US-China technology war, especially semiconductor export controls, is a modern version of the “Opium War.” It is an external shock aimed at weakening China’s technological progress and forcing it to “open its market” under Western-dominated rules.
The entire history of Deep Quest has been deeply influenced by this conflict; its efficiency-first model itself is a direct response to this dilemma. 。“Unequal Treaties” (Regulatory and Compliance Burdens): In-depth exploration of bans and investigations faced in the European and American markets
, akin to an “unequal treaty.” It is forced to abide by a set of stricter rules than its Western competitors in terms of data privacy (such as GDPR), security, and government regulation, which puts it at a significant disadvantage in competing in these markets. 。
In-depth SWOT analysis of commercialization strategy
In order to systematically sort out the complex internal and external factors that Deepin Search faces in its mature stage, the following table provides a SWOT (strengths, weaknesses, opportunities, and threats) analysis of its commercialization strategy.
Strengths | Weaknesses | ||||||
Internal factors | -Technological innovation: With efficient architectures such as MoE/MLA, it has disruptive advantages in cost-effectiveness |
-Excellent performance: reaching or exceeding the performance of top closed-source models in key areas such as code and mathematics |
-Open source community: The powerful open source model has won wide support and favor from developers around the world | -Data privacy and security: There is a record of data breaches, and its terms of service allow user data to be stored and processed in China, raising serious privacy concerns |
- Data source is not transparent: Facing allegations of using competitor API data for training, lack of transparency |
- Chinese jurisdiction: The company is based in China and is governed by Chinese law, which increases compliance risks for Western corporate clients | |
External factors | Opportunities | Threats | |||||
-Enterprise -level applications: Enter the vast enterprise market through cooperation with cloud platforms such as AWS and Azure |
- Democratization of AI: Low-cost, high-performance models provide viable AI solutions for small and medium-sized enterprises and research institutions |
- Professional field leadership: potential to establish leadership in specific areas such as code generation, scientific computing, etc. | -Semiconductor export controls: The US chip embargo on China limits its ability to acquire the most advanced hardware and is a core constraint on its development |
- Geopolitical tensions: The backdrop of the US-China technology war has made it the focus of geopolitical games |
- Regulatory barriers: Facing strict regulatory scrutiny or even bans in Western markets, market access is hindered |
- Intense competition: Continued competitive pressure from well-funded tech giants |
The Ming Dynasty's transition from Zheng He's global voyages to the self-enclosed maritime policy reflects the fundamental contradiction between engaging with the world and staying aloof. Deep Quest's open source strategy is its "Zheng He moment" - a confident display of strength and an invitation to global cooperation. However, this openness also brings vulnerability. Competitors can study its code, and its global presence has also attracted strict regulatory scrutiny and security attacks.
In addition, the historical label of "Sick Man of East Asia" also provides us with a warning. The decline of the Qing Dynasty in the 19th century was not only due to internal weakness, but was also portrayed by the West as a symbol of China's inherent backwardness, thus providing an excuse for foreign intervention. Similarly, the security and privacy issues that are deeply sought are real and serious.
Part VII: Modern Transformation - From the Late Qing Dynasty to the Republic of China (Subversion and New Order)
This section views the rise of deep learning as a revolutionary event that has broken the old paradigm of the AI industry and ushered in a new era of greater fragmentation and multipolarity, which has many similarities to the historical process after the end of imperial China.
7.1 The Xinhai Revolution (1911): The End of an Imperial Era
Historical background: The Xinhai Revolution overthrew the Qing Dynasty and ended China's more than 2,000 years of feudal monarchy.
Analogy of Deep Quest (subverting the ideology of "computing power is king"): The emergence of Deep Quest is like a "Xinhai Revolution" for the AI industry. It subverts the "imperial ideology" that has long dominated the industry, that is, only through large-scale, brute-force computing power and billions of dollars of investment can the most cutting-edge AI performance be achieved.
7.2 The Republic of China and the Warlord Era: A Fragmented New Order
Historical background: The fall of the Qing dynasty did not bring about a stable and unified republic, but instead ushered in an era of warlordism (1916-1928). During this period, China was fragmented and controlled by competing military groups, the central government existed in name only, and a new stable order was far from being established.
Analogy of Deep Quest (fragmentation of AI development): The “revolution” of Deep Quest did not make itself the new overlord, but instead gave rise to a “warlord era” in AI development.
By open-sourcing its powerful and efficient models, DeepQiu has put advanced “weapons” in the hands of countless small-scale players—including startups, academic labs, and independent developers.
This has led to a fragmented industry landscape, from one dominated by a few “imperial capitals” (such as OpenAI and Google) to an era with many powerful “local warlords” who now have the ability to train and fine-tune world-class models for specific fields.
。Driven by deep exploration, a diverse open source ecosystem is emerging, and this new, decentralized, and more competitive "political map" is taking shape.
7.3 The First KMT-CPC Cooperation and the Northern Expedition: A Fragile Alliance
Historical background: In order to end the warlord separatism, the Kuomintang (KMT) and the Chinese Communist Party (CCP) formed the first KMT-CCP cooperation (1924-1927)
However, this alliance was based on expediency, and the two parties had their own goals. Eventually, the cooperation broke down and evolved into a civil war.
Analogy of Deep Quest (United Front of the Open Source World): Inspired by Deep Quest, the open source community has in fact formed a "united front" against closed source, proprietary models.
This "alliance" includes many different players (such as Meta's Llama, France's Mistral AI, Hugging Face community, etc.). Although they are competitors themselves, they have a common "enemy" in the face of the dominance of closed source ecosystems.
Their "Northern Expedition" is to continuously push the performance boundaries of open source AI through collective efforts and challenge the hegemony of models such as GPT-4o in various fields. However, just like the cooperation between the Kuomintang and the Communist Party, this front is also fragile. Each participant has his own commercial interests, and as competition intensifies, this "alliance" may break at any time.
The evolution of history is often unexpected, and revolutions often devour their own children. The Xinhai Revolution successfully overthrew the Qing Dynasty, but failed to establish a stable alternative regime, and instead led to a chaotic situation of warlords fighting each other. Deepsearch’s “revolution” lies in proving that efficiency can beat raw computing power. However, by open-sourcing the tools that achieve this efficiency, it also enables other participants to copy and even surpass itself. It can be said that the very act that made it a revolutionary - the democratization of powerful AI model creation tools - also prevented it from establishing its own stable “dynasty”. In the “warlord era” that it personally spawned, Deepsearch is now just one of many powerful warlords, facing fierce competition from the entire ecosystem it empowers. Its revolutionary actions cannot guarantee its own long-term survival.
Going further, the fall of the Qing dynasty was not only the end of a dynasty, but also the end of the two-thousand-year-long imperial system itself. In the field of AI, the old "dynasty system" was built on a premise: only organizations with massive, concentrated resources (capital, data, computing power) could build cutting-edge models. Deepsearch's innovation in efficiency, combined with the power of open source collaboration, has broken this pattern. The future of AI may no longer be a series of unified "dynasties" (first OpenAI, then Google, and then Deepsearch), but a permanently fragmented, "republican" or "federal" pattern. Therefore, Deepsearch's most far-reaching impact may not be to establish itself as the next great dynasty, but to end the old imperial order of AI development and usher in a new era that is more diverse, complex, and unpredictable.
Part 8: The Contemporary Era - The Republic and the Road Ahead (Prospects)
The concluding section of this report will synthesize the above analysis, examine the current strategy and future prospects in depth through the lens of China's history since 1949, and place it in the larger context of China's contemporary challenges and global ambitions.
8.1 Mao Zedong Era: Political Movements and Planned Economy
Historical background: In the early days of the People's Republic of China (1949-1976), under the leadership of Mao Zedong, the country carried out large-scale political movements such as the Great Leap Forward and the Cultural Revolution.
Analogy of DeepMind (a "movement" to seize the market): DeepMind's rapid and continuous release of new models and its disruptive entry into the market can be seen as a "political movement" aimed at reshaping the AI landscape. Its all-out strategy of focusing on efficiency and open source is a highly centralized "plan" to achieve a clear strategic goal: to break the Western monopoly in the field of AI.
8.2 Deng Xiaoping Era: Reform and Opening Up
Historical background: Since 1978, Deng Xiaoping launched the policy of “reform and opening up”
Analogy of DeepSearch (commercialization and monetization strategy): DeepSearch is currently in its own "reform and opening up" phase, moving from pure research to commercialization. Its strategy presents the characteristics of a hybrid model:
“Contracting production to households” (open source): Opening up “means of production” (i.e. models) to “people” (i.e. developers) to foster a vibrant ecosystem
。“SEZ” (API and Enterprise Solutions): Through its paid API platform
And enterprise solutions provided jointly with partners such as AWS and Microsoft , opening up specific commercialization channels. This is exactly the same as the "open core" or "software as a service" (SaaS) business model commonly seen in the open source software field. 。
8.3 China in the Era of Globalization: Rise and Challenges
Historical context: China’s integration into the global economy (e.g., joining the World Trade Organization) has fueled its rise, but has also brought new dependencies and challenges
US-China Tech Standoff
Analogy of Deep Seeking (The Ultimate Test): The future of deep seeking is closely tied to these macro-level challenges.
Domestic headwinds: China’s economic challenges could affect long-term funding and resources even for a well-backed entity like DeepQuest. The demographic crisis could lead to a shrinking talent pool in the future.
International competition: DeepMind is at the forefront of the US-China tech war. Its access to hardware, talent, and markets will be directly shaped by the policies of Washington and Beijing.
。AI's "environmental" challenges: AI's huge energy consumption and data privacy issues are its own "environmental pollution." The efficiency model of deep exploration provides a partial solution to the energy problem, but its practice in data privacy is a huge liability. In the eyes of Western regulators, it is a serious "pollutant."
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Conclusion: The end of the cycle?
This report analyzes the rise of Deepseek based on the dynasty cycle. Finally, we can't help but return to this core question: Can the emerging "dynasty" of Deepseek successfully deal with its internal and external troubles and establish a long-term and stable "rule"? Or will it collapse prematurely due to its inherent fragility - security loopholes, geopolitical pressures?
Perhaps there is a third possibility. As explored in Part 7, the rise of deep inquiry may itself have broken the cycle. By democratizing the tools created by AI, has it ushered in a new, more pluralistic era in which no single “dynasty” can ever again achieve absolute dominance?
The final analysis leans towards the latter. The most profound historical legacy of deep exploration may not be its own longevity, but its role as a catalyst to end the old imperial order of AI development and usher in a new era that is more complex, competitive and unpredictable. In this new era, "heaven's will" is no longer attributed to one school, but to a hundred schools of thought contending and all streams returning to the same source.
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