Analyst: DeepSeek V4 Suspected Pretraining Failure or Architecture Bottleneck
teortaxesTex · x · 2026-07-08
Prominent AI analyst teortaxesTex (69K followers) posted that if the currently exposed version is indeed the official DeepSeek V4, there are three possibilities: pretraining failure, unscalable architecture, or no substantial progress in DeepSeek's reinforcement learning paradigm since V3.2. The author bluntly expressed concern about DeepSeek's future.
This assessment is based on a direct analysis of the model's behavior and architectural features, making it one of the most critical public comments on DeepSeek V4 to date, in stark contrast to the previously prevailing market optimism.
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