梁文峰 · 12

Liang Wenfeng made a profit of 1.1 billion when Xinyu Technology made a profit of 1.1 billion

Comparing news, Yushu Technology officially entered the Science and Technology Innovation Board. The opening market surged 629.44% to 1100 yuan/share, with a total market value of 444.9 billion yuan. Liang Wenfeng's in-depth exploration, Magic Square Quantification, and Jiuzhang Asset were allocated a total of 1.1916 million shares through strategic placement and offline sales. Based on the issue price, Liang Wenfeng's profit of Xinyu Shu Technology surpassed 1.1 billion yuan. (Sino-Singapore Economic Link)

3d ago
OpenAI opens LUNA for free, why is DeepSeek increasing its price?

OpenAI opens LUNA for free, why is DeepSeek increasing its price?

Author: Shenchao TechFlow Original title: OpenAI Sinks Down, DeepSeek Moves Up On August 7, OpenAI announced that ChatGPT has reached 1 billion weekly active users, while opening GPT-5.6 Luna to free users for unlimited text conversations. The day before, several DeepSeek API users were notified that the company plans to raise the overall price of the API service in the near future, “a significant increase is expected”. The specific price and execution time are awaiting subsequent announcements. This seems a bit counterintuitive. Over the past two years, the best storyline for big Chinese model makers was the ultimate price-performance ratio. DeepSeek previously offered performance close to GPT-4 at less than one-third of OpenAI's price, and was called the “price butcher” in the industry. Liang Wenfeng became “Liang Sheng”. Everyone's consensus is that the core advantage of large domestic models is to hit the floor. Now that the floor is loose, OpenAI has become the one to give free stuff to the world, while Chinese manufacturers are starting to talk about payment and price increases. Did the position really change between offense and defense? OpenAI: Free is not charity Let's first understand one thing: GPT-5.6 Luna is not OpenAI's strongest model. It is positioned in a medium ability range and is more than adequate for handling everyday conversations, simple writing, and basic translation, but complex reasoning and multi-step code analysis still relies on the more advanced SOL series. OpenAI takes a “just enough” model to cover the widest range of user scenarios. This strategy has both ambition and costs. The motivation comes from the cost side. In the past 18 months, the unit token cost curve for big model inference was astonishingly steep: model architecture optimization, mature quantification technology, and inference engine upgrades were superimposed. The same computing power cluster can serve tens of times more requests today than two years ago. When the marginal cost is low enough, free is close to the logic of Google search: free entry, ecological payment. The costs are just as clear. In the first quarter of 2026, OpenAI's revenue was $5.7 billion, and the non-GAAP operating loss rate was -122%. For every dollar earned, $1.22 was inverted, and a net loss of $14 billion is expected for the full year. In one billion weeks of activity, 50 million paid subscribers, and a payment rate of about 5%. The subscription fee clearly doesn't support the company. The money comes from elsewhere: the advertising business went live for 6 weeks to $100 million in annual revenue; the enterprise API continues to expand, Codex has 5 million weekly users, and enterprise customers now contribute more than 40% of revenue... In other words, ChatGPT's business model is switching from “selling model subscriptions” to “collecting platform taxes”: the model itself is free, and the advertising, corporate services, and developer ecosystem built on top of the model are the source of revenue. One billion weeks of life is the core of this game. It doesn't require every user to pay; it only requires users to open it every day, and then charge from a small number of high-value demands. This is a very classical set of internet platform economics. Previously, it was often compared to Claude's “enterprise market, paid programming” route. Looking at it now, OpenAI is an ironclad entry point for the people in the AI era. DeepSeek: The situation where the server can't support DeepSeek is completely different from OpenAI. V4 Flash is at the top of OpenRouter's weekly global call volume list, processing 7.22 trillion tokens in a single week. According to OpenCode data, on August 1 alone, V4 Flash's daily processing capacity reached 8 trillion tokens. There were frequent interface overruns and stuttering during peak weekdays. The peak and valley pricing mechanism was first introduced in mid-July (peak doubling), and a sharp overall price increase was directly predicted on August 6. In other words: too many users, not enough computing power. Too low pricing attracts a large number of low-frequency, low-paying requests, and server resources are being squeezed out by invalid requests. Instead, enterprises and developers that really need deep reasoning cannot get a stable experience. DeepSeek needs to keep users who use AI as toys out of the door and keep those willing to pay for high-quality inference. Doubao launched the paid version on June 24 (68/200/500 yuan for three monthly fees, basic functions remain free). It is an action on the same logical line. It has 345 million monthly activities, consumes an average of tens of millions of yuan in deductive costs per day, and e-commerce commissions cannot be reimbursed. Today, domestic big model competition...

15d agoburnking#AI #DeepSeek #GPT #OpenAI
Sun Yuchen's worth = 2 Wang Jianlin; Zhang Yiming secretly sarcastically at DeepSeek? Yushu's IPO made Liang Wenfeng lie back and win...

Sun Yuchen's worth = 2 Wang Jianlin; Zhang Yiming secretly sarcastically at DeepSeek? Yushu's IPO made Liang Wenfeng lie back and win...

Dear readers, what have the KOLs on X been talking about in the past 24 hours? Note: The following content is compiled from the X platform. They are all personal opinions. They do not represent the platform's position, let alone constitute investment advice. Brother Sun is worth twice as much as Wang Jianlin's AI Agent's ideal and reality Zhang Yiming secretly sarcastically Deepseek?! Yushu Technology's IPO, Liang Wenfeng won against China's rich again and made up taxes! Twitter: https://twitter.com/BitpushNewsCN比推 TG Community: https://t.me/BitPushCommunity比推 TG Subscriptions: https://t.me/bitpush

15d agoWendy#KOL
What kind of path did Liang Wenfeng follow when his 80,000 capital went to DeepSeek to shake Silicon Valley?

What kind of path did Liang Wenfeng follow when his 80,000 capital went to DeepSeek to shake Silicon Valley?

Author: Motion Cha BeatingOriginal title: Liang Wenfeng Youth Past Stories: 80,000 Capital, a Fiat, and One Man's Long March, January 27, 2025, Monday. Liang Wenfeng is playing with several middle school students on a court in Wu Chuan. Seven days ago, Deepseek-R1 was released. Seven days later, the news crossed the Pacific Ocean, causing turmoil in the US capital market. Nvidia's stock price fell by more than 16% in a single day, and the market value evaporated by nearly 600 billion US dollars. The US media picked up old words from the Cold War era and called this day a new “Sputnik moment.” DeepSeek is already at the top of the free app store list in both China and the US. People in Silicon Valley learned to read an unfamiliar Chinese name overnight. Interview emails flocked to Hangzhou from all over the world, and reporters went around asking where Liang Wenfeng had gone. No one found him. That afternoon, he wore a jersey and ran back and forth at a stadium in a county-level city in western Guangdong. The ball falls to his foot, he catches it, turns around, and passes it out. The world outside the field is shaking for him, and the game on the court continues. The next day was New Year's Eve. When Liang Wenfeng returned to Mililing Village, he had already pulled up a banner with white letters on the red background, “Warmly welcome Wen Feng, the pride and hope of his hometown.” Visitors came one by one, standing under the banner and taking pictures. Some people bent down, grabbed a handful of dirt from the side of the road, and carefully collected it, as if they wanted to take some good luck from this village. Liang Wenfeng's high school classmate, Mr. Chen, told the reporter that he promised to go back to Wu Chuan for the New Year, but after returning, he would find a place to hide. Children of Mililing Village In 1985, Liang Wenfeng was born in Mililing Village, Qinba Town, Wuchuan City. Wu Chuan is in western Guangdong. It is surrounded by rivers on three sides and faces the sea on the south side. The Jianjiang River came all the way down from the north, then suddenly turned a corner and flowed south into the sea. In the past, merchant ships running along the waterways were often anchored in the river bay, and the warehouses on the shore were connected, and it was very noisy. As a result, this county town received a very impressive name, “Little Buddha Mountain.” Wu Chuan also believes in reading. Xiajie Village, the hometown of Qing champion Lin Zhaotang, is not far from Mililing Village. The county register records that there was a champion here, 20 contestants, and 165 people. For hundreds of years, generations of young people have set out from here and followed the same narrow road to counties, provincial towns, and Beijing. Fame has long been a thing of the past, and the idea that studying can change one's life has always remained in this land. Mililing Village also has its own story. When talking about their ancestors, they talk about anti-Japanese general Leung Wah Shing, and Leung Tai-hee, who graduated from Sun Yat-sen University in 1936. According to village records, after liberation, nearly 100 students have been admitted to national key universities from here. However, Liang Wenfeng grew up in the 90s. It was the age of money in Guangdong. Factories were recruiting people, business was booming, and coastal cities were the same day by day. A young man who is willing to suffer hardships and dares to break through may not need to sit in a classroom for many years; he also has the opportunity to earn money he never dared to think of before. In contrast, studying is too slow. You have to work year after year, and no one can say for sure what you can get in return. Many parents in the village decided that studying was useless, and even made a special trip to Leung's family to persuade his father not to let his children continue reading. At that time, the imagination of fame that Mililing Village had accumulated over hundreds of years was being overshadowed by fresh and hot stories of wealth in Guangdong. Many years later, Liang Wenfeng talked about this past in an interview: “I grew up in a fifth-tier city in Guangdong in the 80s. My father is an elementary school teacher. In the 90s, there were many opportunities to earn money in Guangdong. At the time, quite a few parents came to my house; basically, my parents felt that studying was useless. But now that I look back, my ideas have all changed. Because the money wasn't easy to make, I probably didn't even have the chance to drive a taxi. Time has changed in one generation.” “Time has changed in one generation.” This phrase refers to the 90s, and it also refers to 2024. When he said this, he was doing another thing that was just as slow and just as difficult to explain. Liang Wenfeng's father taught at Meiyi Elementary School and later became the Deputy Teaching Director. Her mother was also a teacher and taught at Bianling Elementary School. This family doesn't have much to do with scientific research, but books are piled up in the attic all year round. According to local media reports, the largest collection of books was in the thousands. My father set two rules for the family. At the dinner table, we don't talk about studying; we only talk about family life; after dinner, the whole family finds a book to read on their own. Whether Liang Wenfeng did well or not, his father rarely questioned him. What he says more often is that solving problems is more important than scores. The Leung Family's most valuable appliance is a Feiyue radio. A black case, a metal knob, and an antenna that can be pulled out one section at a time. When the switch is turned, a rustling current sound comes out of the speaker. After the frequency is adjusted, the sound from a faraway place slowly comes out of the noise. When Liang Wenfeng was in fourth grade, he took this radio apart. Remove the screws,...

17d agoburnking
Hwang In-hoon's “hand skating” attracted attention, and a meme exploded 7 times; using AI to write small essays was fined 400,000! Liang Wenfeng emptied Weibo...

Hwang In-hoon's “hand skating” attracted attention, and a meme exploded 7 times; using AI to write small essays was fined 400,000! Liang Wenfeng emptied Weibo...

Dear readers, what have the KOLs on X been talking about in the past 24 hours? Note: The following content is compiled from the X platform. They are all personal opinions. They do not represent the platform's position, let alone constitute investment advice. Got attention for Hwang In-hoon's “hand skating”? $RTX rose 7 times a second to speculate on futures using AI essays. A 29-year-old man was fined 400,000. Liang Wenfeng deleted the incident where a large Weibo account full of Wenqing in his early years was stolen uneasy. The core team was robbed Twitter: https://twitter.com/BitpushNewsCN比推 TG Exchange Group: https://t.me/BitPushCommunity比推 TG Subscriptions: https://t.me/bitpush

17d agoWendy#KOL

DeepSeek announced the suspension of its second round of financing, partly due to Liang Wenfeng's dissatisfaction with online coverage of his remarks

Comparing news, DeepSeek announced the suspension of its second round of financing and verbally informed some potential investors that they would not sign investment agreements as expected. This suspension is due in part to founder Liang Wenfeng's dissatisfaction with online reports that he made remarks to investors during his initial financing transaction. DeepSeek may still choose to resume the transaction process in the future and has already begun preparations for an initial public offering, which may be declared as early as this year.

27d ago

Is DeepSeek starting a new round of “AI stealing people”? Recruit various positions such as development, products, researchers, etc.

Comparing news, this evening, DeepSeek officially released recruitment information, saying that humans are on the eve of AGI, joined DeepSeek, and experienced the development process of AGI firsthand. According to recruitment information, recruitment positions include full-stack development/algorithm, AI core system R&D, operation and maintenance, product, model data strategy product manager/engineer, deep learning researchers, and functional departments. Work locations include Beijing and Hangzhou. Previously, it appeared on social media that many DeepSeek employees were recruiting all kinds of talents on the Xiaohongshu and X platforms, such as HR @一只大蜗牛, Harness Group Cui Tianyi, etc. Earlier, DeepSeek announced that it had completed more than $7 billion in financing, with a valuation of over $50 billion. The financing capital was approximately RMB 50 billion, of which Liang Wenfeng personally contributed 20 billion yuan. This large-scale recruitment may mean that the domestic competition for AI talents has further intensified, and talents in the AI field are being sought after by the market.

58d ago

People familiar with the matter: DeepSeek founder Liang Wenfeng is still wary of external funding

Comparing news, DeepSeek has yet to raise external funding, partly to avoid pressure from investors to commercialize its products too quickly. However, according to people familiar with internal discussions, since the company's AI chatbot application became famous overnight a few weeks ago, the company has considered external financing due to the need for more artificial intelligence chips and servers to handle rapid growth in usage and support model development. According to people familiar with the matter, in addition to discussing whether financing should be done, executives of DeepSeek and its hedge fund parent company Magic Square Quantification are also discussing whether they should shift their main focus from research to building a business that can generate significant revenue and ultimately achieve profit. According to reports, DeepSeek founder Liang Wenfeng is still cautious about external funding.

549d ago