DeepSeek's Liang Wenfeng Breaks His Silence: In a rare four-hour talk, the reclusive founder reveals an almost Daoist philosophy of AI—AGI as a tide no company can own...

That’s either incredibly idealistic or a very smart strategy: Open models grow ecosystems faster than walled gardens, but compute still decides who gets to play at the highest level. If AGI really becomes shared infrastructure, the moat shifts from models to chips, data and execution.

A bit of both though. In house models don’t need the power and process of a small city, they need the power to power what their business needs. Also it would seem to me that has a huge advantage on the whole as a model would be more efficient, if it’s focused on the companies needs rather than being a jack of all trades, from poetry to law to code. Cut out the being everything to everyone and you can do far more with far less hardware.

This. The frontier race is about building the smartest generalist, but most companies don’t need that. They need a specialist tuned to their workflows. Narrower scope means smaller models, lower costs, faster inference and often better results. General models become the foundation, not the finished product. It’s still all to play for! 💪😎✌️