The Download: following DeepSeek's lead, and OpenAI's new research agent

When the Chinese firm DeepSeek dropped a large language model called R1 two weeks ago, it sent shock waves through the US tech industry. Not only did R1 match the best of the homegrown competition, it was built for a fraction of the cost--and given away for free. DeepSeek has now suddenly become the company to beat. What exactly did it do to rattle the tech world so fully? And what can we learn from the buzz about what's coming next?