DeepSeek V4 Day: It's About Infra, Not the Model

The AI industry feels like New Year's today. OpenAI dropped GPT-5.5 in the morning, and DeepSeek V4 went live in the afternoon. Add DeepMind's Vision Banana from a couple of days ago, plus Haoyu Cai's Anuttacon paper on digital humans. This week has crammed in more new stuff than the entire past quarter. Let me talk through the highlights. DeepSeek V4 I participated in some internal testing before the V4 release. I had to keep it confidential before, but the embargo is lifted. First, the specs.