3 ms·
The repository was force-pushed so the link doesn't work anymore, but the file is still available at: https://github.com/demo-zexuan/liang-wenfeng-investor-meet
by progval 2mo ago
The repository was force-pushed so the link doesn't work anymore, but the file is still available at: https://github.com/demo-zexuan/liang-wenfeng-investor-meeting-2026-7-22/blob/15c6504be51b884a0adc5d77e4dba41f94431454/%E6%A2%81%E6%96%87%E9%94%8B%E6%8A%95%E8%B5%84%E8%80%85%E4%BA%A4%E6%B5%81%E4%BC%9A-%E6%96%87%E5%AD%97%E7%A8%BF_1_18_translate_20260723201651.pdf https://github.com/demo-zexuan/liang-wenfeng-investor-meetin...
- trollbridge 2mo agoThank you. These documents are a particularly valuable insight into the kind of thinking going on at DeepSeek. The part about how inference should be priced at a level that's enough to return capex in 10 months, but no higher, is really interesting. Liang Wenfeng simply has different motivations than we're used to over here in the West.