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52 &middot; 91 comments<br>Censorship Mega Thread<br>82 &middot; 14 comments<br>Four-hour fundraising meeting with DeepSeek founder Liang Wenfeng<br>&middot; 2 comments<br>The hypocrisy of big AI is mind blowing<br>94 &middot; 116 comments<br>DeepSeek cheap, but...<br>220 &middot; 45 comments

Will D4 GA be released this month or has it been deleayed?<br>10 &middot; 11 comments<br>$200 thought experiment<br>262 &middot; 5 comments

in a not so distance future<br>40 &middot; 26 comments

REASONIX - OPINIONS? Game changer for me.<br>6 &middot; 2 comments<br>We stress-tested DeepSeek R1 8B & 14B on an 8GB VRAM GPU (RTX 3060). Here is the VRAM math, Ollama setup, and quantization sweet spot.<br>28 &middot; 3 comments

DeepSeek V4 Flash vs Pro: 22 benchmarks, one verdict — Flash is 4.8× cheaper and holds ~83% of Pro's quality

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Four-hour fundraising meeting with DeepSeek founder Liang WenfengDiscussion (self.DeepSeek)<br>submitted 3 hours ago by xiaot123

These are excerpts reportedly taken from a four-hour fundraising meeting with DeepSeek founder Liang Wenfeng.

I found them unusually insightful—and surprisingly, almost no one on X seems to be discussing them.

So I translated the highlights into English.

DeepSeek Has Only One North Star

1. This is not the time to maximize revenue from products.

Products are a necessary step on the path to AGI, but we don’t need to spend too much time or energy building consumer or enterprise applications.

Once you occupy the technological high ground, building lower-level applications becomes much easier.

Products are a byproduct of the journey toward AGI.

2. Many things are not on our critical path—3D, video generation, and even world models.

They may be useful, but they do not meaningfully determine the upper bound of intelligence.

3. Multimodality is important for products and consumer users.

But it is a component—not the main path, and not intelligence itself.

4. There are ways to mitigate hallucinations, of course, but it is a long-term problem.

Internally, we treat hallucination largely as a product problem. We will address it, but it is not our primary focus.

5. At this stage, the most important thing is still the coding agent.

Given China’s current situation, the most rational strategy is to go all in on a general-purpose agent. Vertical agents for finance, healthcare, and other industries should have lower priority.

6. If the AI era creates many trillion-dollar companies, it would be enough for DeepSeek to become one of them.

First Continual Learning, Then AI Self-Improvement—and Ultimately Embodied Intelligence

7. AI does not lack taste or intuition today.

What it lacks is the ability to learn continuously.

8. Humans keep learning over time. But for an AI to do the same job, you currently have to provide all the relevant context every time.

That is almost impossible.

This is why AI cannot truly replace an employee yet. The next generation of models must have continual learning. Otherwise, it should not be called a new generation.

9. We want our next-generation model to help us with our own development.

Put simply, our first goal is not to make a model that everyone else finds useful. It is to build one that we ourselves find useful.

That is the fastest path to AGI.

10. No one in the world has found a good solution yet, because “learning” is composed of many different things.

11....