Analyst: DeepSeek V4's Flash variant is winning, and a hyper-efficient 2B V5 could be the real play
teortaxesTex · x · 2026-11-13
Analyst tphuang, citing DeepSeek's release timeline, assesses V4 as a tale of two stories: a really successful Flash variant and an underwhelming Pro variant. DeepSeek got more efficient vs V3 but didn't scale up; an ultra-efficient 2B-param V5 maintaining V4-level efficiency would be a true scale-up.
He notes DeepSeek has been working most closely with Huawei hardware — it took the lumps getting Ascend chips into their RL and inference frameworks — making V5 a natural next step. He hopes for 2-3 more V4-Flash checkpoints to avoid a long wait.
teortaxesTex predicts realistically 1-2 more 4.1-Flash-style updates, with the first landing before Dec 5th.
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