DeepSeek V4 Speculated to Reach Semi-Frontier Level

teortaxesTex · x · 2026-07-19

Based on the known workings of V4, the past 3 months of R&D, and the trajectory from V3 to V3.2-Speculare, the author speculates that DeepSeek has likely pushed V4 to a near-frontier, semi-frontier level, regardless of whether distillation is used. The author argues that if they still haven't achieved a breakthrough at this stage, it would imply something catastrophically wrong with their R&D process.

Related event: DeepSeek V4 Rumors Escalate: Challenging Frontier Models with Disruptive Pricing(15 posts)→

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