DeepSeek R1 – Aragon Live Podcast Summary
By Jim Lundy and Adam Pease

DeepSeek R1 – Aragon Live Podcast Summary
Adam Pease and I, Jim Lundy, did an Aragon Live Video Podcast today. In it we analyzed DeepSeek’s R1 large language model, noting its competitive performance despite lower development costs, but also raising concerns about its potential copyright infringement due to training data and the legal implications of using open-source LLMs commercially.
We discussed the hype surrounding R1, acknowledging its quality but cautioning against exaggerated claims by AI influencers, and considered the potential impact on OpenAI and future legal action. Lundy will write a blog post on the Meta lawsuit, Pease on the R1 model, utilizing a Gemini “blog creation gem,” with future meetings scheduled to discuss their progress. Be sure to watch the video here.
Below is the summary takeaways from our Podcast:
- Analysis of DeepSeek’s R1 Language Model: We analyzed DeepSeek’s R1 large language model, a new model from a Chinese startup. Pease described R1 as competitively performing against OpenAI’s models, even surpassing some benchmarks , despite being developed with significantly less compute and training cost. They explored the possibility that R1’s success stemmed from training on existing high-quality models’ outputs , potentially leading to copyright concerns. The discussion also highlighted the implications of using open-source LLMs for commercial purposes due to potential legal issues.
- Copyright and Legal Concerns in Generative AI: The conversation centered on the legal implications of using AI models trained on copyrighted material. Adam and I discussed the potential for lawsuits against companies using LLMs trained on copyrighted data, such as OpenAI’s output, citing the lawsuit against Meta’s Llama model as an example. We emphasized the importance of using LLMs from vendors who offer indemnification for copyright infringement.
- The Hype Surrounding R1 and the Influence of AI Influencers: They discussed the hype surrounding the R1 model, noting that many AI influencers on platforms like X (formerly Twitter) overemphasize the model’s capabilities. Pease pointed out that the incentives on these platforms encourage the creation of sensationalized narratives about AI products and their market impact. Both agreed that while R1 is a quality model, it doesn’t significantly outperform existing proprietary models.
- Impact on OpenAI and Future Implications: The discussion touched upon the potential repercussions for OpenAI in light of R1’s success. Pease suggested that the relatively low cost of developing R1 compared to OpenAI’s investment might raise concerns among investors. Adam and I ultimately concluded that the generative AI landscape is still legally uncertain, suggesting caution when using certain open-source LLMs. They also discussed the likelihood of OpenAI pursuing legal action against DeepSeek.
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