DeepSeek V5 is rumored, September could be a big month for DeepSeek.
And, to be honest, I’m already starting to look forward to September. Because we're not talking about another V4 update. DeepSeek should introduce the V5 as the next generation model. With delightful ambition
Robotics. A 5 hour dive into the new “AI”.
I’ve been digging much deeper into Physical AI, and I think investors are still underestimating how large this opportunity could become. And the catalyst setup is getting interesting. $HUMN is the first U.S.-listed ETF dedicated
DeepSeek V4 Pro: the cheap AI that ties the best models on agent work.
It just went live. No launch video. No hype post. → Scored 87.9 on Terminal Bench (the top model got 88) → Reads 1 million tokens at once → Cache reads cost almost nothing → 90%+ cache hit rate on
$420 a month on AI. Then $20.
Same models Same quality Different path Claude Max, ChatGPT Pro, Cursor, Perplexity Most of that bill was convenience, not capability Free forever (no card): Google AI Studio · Gemini 2.5 Flash · ~1,500 req/day · 1M context Groq · Llama 3.3
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