Hacker NewsComments URL: https://news.ycombinator.com/item?id=49052912
Points: 208
# Comments: 159
Hacker News 讨论
209 points · 161 comments · 查看原帖
- credit_guy
I think the way to parse the current title "DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]" is that there was a leak that DeepSeek will pause fundraising because they perceive there is a compute gap with the US. I am also guessing that the majority of the people who read this title will think that DeepSeek is pausing this fundraising because some comments they made about the compute gap were leaked. That is not the case.
- PeterHolzwarth
Article grabbed at random that provides some more context (tho could use more): https://www.cyberkendra.com/2026/07/deepseek-pauses-fundrais... "The Hangzhou AI lab has told prospective investors in its second fundraising round that it is suspending the deal, people familiar with the matter told Bloomberg on Saturday, days after remarks attributed to founder Liang Wenfeng about US-China AI competition circulated widely online." And: "Tencent's technology outlet published a 118-item version covering AGI strategy, chip supply, pricing, and retention. In it, Liang reportedly framed China's disadvantage as an arithmetic problem rather than a talent one: "The biggest gap between us and the US is in resources."" "The specifics were unusually candid. Liang is said to have told investors he needed 200,000 Huawei 950 chips to train a frontier model but received 16,000, adding that "Huawei's probl
- nsoonhui
Here's something I really don't understand: If as alleged Chinese open weight models are catching up with US anyway, and the performance is near US frontier model level but Chinese can do it with a fraction of cost, and eventually AI model will be commodified, wouldn't that means that the billion or even trillion dollars that US labs spend have only diminishing returns and the lead is only temporary? So why Deepseek also want to go down that route? Is having the absolute frontier really that important, given that the performance difference is just transient and costly?
- progval
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-meetin...
- orbital-decay
Everything in this transcript reads so very different from what megalomaniacs in charge of Anthropic/OAI have to say
- sinuhe69
Some deleted it (again?). But the comments of Liang could be found somewhere else. [1] https://aiproem.substack.com/p/must-read-deepseek-liang-wenf...
- culi
> Objectively speaking, if I can spend two billion this year, it would indicate that our procurement department has achieved outstanding performance. The main gap between us and the United States lies in resources, while the disparity in personnel is minimal—there is virtually no difference, as we are essentially the same team of people, possibly from China. > With the largest models available today, we simply cannot afford to train them It seems they're largely talking about literally purchasing NVIDIA H200 chips. Important context is that Trump first started the trade war with China largely focusing on banning anything that could improve the Chinese domestic semiconductor industry. It was a blatant attempt to prevent China from progressing up the value chain to high tech. China's response is the reason they went from a miniscule player in EVs to the world's largest manufacturer (same f
- d5lt5
A lot of people here are saying that chinese open weight models are state-sponsored. If it's so, why would deepseek seek a fundraising?