Insiders Say DeepSeek V4 Will Beat Claude and ChatGPT at Coding, Launch Within Weeks

Insiders Say DeepSeek V4 Will Beat Claude and ChatGPT at Coding, Launch Within Weeks

Source: Decrypt

Published:2026-01-09 20:52

BTC Price:$90290

#AI #Crypto #Innovation

Analysis

Price Impact

High

Deepseek v4, rumored to launch within weeks, is claimed by insiders to significantly outperform established ai models like claude and chatgpt in coding tasks, potentially at a much lower cost. its predecessor (r1) reportedly triggered a $1 trillion sell-off in global markets due to its disruptive cost-efficiency. such a breakthrough could re-rate the ai sector, driving significant capital shifts and generating immense speculation, which could spill over into the crypto market, particularly for projects associated with ai or decentralized computing.

Trustworthiness

Med

The claims are based on 'insiders' and 'rumors,' and lack public verification. however, deepseek has a track record of delivering highly disruptive and cost-effective ai models (r1, v3), lending substantial weight to the potential for v4 to be genuinely impactful.

Price Direction

Bullish

A major technological breakthrough in ai, especially one that is more performant and cost-effective, tends to generate strong investor excitement and capital flow into the broader tech and ai sectors. this positive sentiment could extend to ai-related cryptocurrencies and drive speculative interest. while past disruptions (r1's $1t sell-off) caused market re-evaluations, the underlying innovation is a bullish driver for the ai narrative.

Time Effect

Short

The rumored launch is 'within weeks,' specifically targeting mid-february. this proximity makes any market reaction or speculative trading related to the announcement and initial performance a short-term event.

Original Article:

Article Content:

In brief DeepSeek V4 could drop within weeks, targeting elite-level coding performance. Insiders claim it could beat Claude and ChatGPT on long-context code tasks. Developers are already hyped ahead of a potential disruption. Decrypt’s Art, Fashion, and Entertainment Hub. Discover SCENE DeepSeek is reportedly planning to drop its V4 model around mid-February, and if internal tests are any indication, Silicon Valley's AI giants should be nervous. The Hangzhou-based AI startup could be targeting a release around February 17—Lunar New Year, naturally—with a model specifically engineered for coding tasks, according to The Information . People with direct knowledge of the project claim V4 outperforms both Anthropic's Claude and OpenAI's GPT series in internal benchmarks, particularly when handling extremely long code prompts. Of course, no benchmark or information about the model has been publicly shared, so it is impossible to directly verify such claims. DeepSeek hasn't confirmed the rumors either. Still, the developer community isn't waiting for official word. Reddit's r/DeepSeek and r/LocalLLaMA are already heating up, users are stockpiling API credits, and enthusiasts on X have been quick to share their predictions that V4 could cement DeepSeek's position as the scrappy underdog that refuses to play by Silicon Valley's billion-dollar rules. Anthropic blocked Claude subs in third-party apps like OpenCode, and reportedly cut off xAI and OpenAI access. Claude and Claude Code are great, but not 10x better yet. This will only push other labs to move faster on their coding models/agents. DeepSeek V4 is rumored to drop… — Yuchen Jin (@Yuchenj_UW) January 9, 2026 This wouldn't be DeepSeek's first disruption. When the company released its R1 reasoning model in January 2025, it triggered a $1 trillion sell-off in global markets. The reason? DeepSeek's R1 matched OpenAI's o1 model on math and reasoning benchmarks despite reportedly costing just $6 million to develop—roughly 68 times cheaper than what competitors were spending. Its V3 model later hit 90.2% on the MATH-500 benchmark, blowing past Claude's 78.3% and the recent update “ V3.2 Speciale ” improved its performance even more. Image: DeepSeek V4's coding focus would be a strategic pivot. While R1 emphasized pure reasoning—logic, math, formal proofs—V4 is a hybrid model (reasoning and non-reasoning tasks) that targets the enterprise developer market where high-accuracy code generation translates directly to revenue. To claim dominance, V4 would need to beat Claude Opus 4.5, which currently holds the SWE-bench Verified record at 80.9%. But if DeepSeek's past launches are any guide, then this may not be impossible to achieve even with all the constraints a Chinese AI lab would face. The not-so-secret sauce Assuming the rumors are true, how can this small lab achieve such a feat? The company's secret weapon could be contained in its January 1 research paper : Manifold-Constrained Hyper-Connections, or mHC. Co-authored by founder Liang Wenfeng, the new training method addresses a fundamental problem in scaling large language models—how to expand a model's capacity without it becoming unstable or exploding during training. Traditional AI architectures force all information through a single narrow pathway. mHC widens that pathway into multiple streams that can exchange information without causing training collapse. Image: DeepSeek Wei Sun, principal analyst for AI at Counterpoint Research, called mHC a "striking breakthrough" in comments to Business Insider . The technique, she said, shows DeepSeek can "bypass compute bottlenecks and unlock leaps in intelligence," even with limited access to advanced chips due to U.S. export restrictions. Lian Jye Su, chief analyst at Omdia, noted that DeepSeek's willingness to publish its methods signals a "newfound confidence in the Chinese AI industry." The company's open-source approach has made it a darling among developers who see it as embodying what OpenAI used to be, before it pivoted to closed models and billion-dollar fundraising rounds.  Not everyone is convinced. Some developers on Reddit complain that DeepSeek's reasoning models waste compute on simple tasks, while critics argue the company's benchmarks don't reflect real-world messiness. One Medium post titled "DeepSeek Sucks—And I'm Done Pretending It Doesn't" went viral in April 2025, accusing the models of producing "boilerplate nonsense with bugs" and "hallucinated libraries." DeepSeek also carries baggage. Privacy concerns have plagued the company, with some governments banning DeepSeek’s native app. The company's ties to China and questions about censorship in its models add geopolitical friction to technical debates. Still, the momentum is undeniable. Deepseek has been widely adopted in Asia, and if V4 delivers on its coding promises, then enterprise adoption in the West could follow. Image: Microsoft There's also the timing. According to Reuters , DeepSeek had originally planned to release its R2 model in May 2025, but extended the runway after founder Liang became dissatisfied with its performance. Now, with V4 reportedly targeting February and R2 potentially following in August, the company is moving at a pace that suggests urgency—or confidence. Maybe both. Generally Intelligent Newsletter A weekly AI journey narrated by Gen, a generative AI model. Your Email Get it! Get it!