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@harden_369741 · 2026-10-12 00:26

The most dangerous sentence in AI right now came from a leaked investor meeting. Liang Wenfeng told investors DeepSeek doesn't think about user retention or monetization. No super app. No becoming the next ByteDance or Tencent. Because the opportunity in AGI is much greater. Everyone called it idealism. I call it the most honest moat in the industry. Every other lab has to ship to survive. Chatbots, companions, enterprise seats, whatever keeps the lights on. I've watched three teams pivot to 'AI companions' this year for exactly that reason. DeepSeek doesn't have that problem. High-Flyer prints the money, so Liang can afford the one sentence no VC-backed founder is allowed to say: products can wait. And the open-source part isn't charity either. Open weights are distribution. APIs are the floor. His own downside case: if progress froze tomorrow, the API business alone could carry a public company. 'Products can wait' isn't a strategy. It's a luxury. And luxuries, in this market, compound. #AI #DeepSeek #AGI

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