DeepSeek Reveals AGI-First Strategy

In a 4-hour investor meeting, Liang Wenfeng made 52 key remarks. The main points are as follows.

Core Goal: AGI

• DeepSeek's only goal is AGI, and it will not pour excessive energy into consumer and enterprise products.
• Commercialization is underway but is not the purpose, and the timing for a full commercialization shift is still far off.

Open Source Strategy

• Open source is not a sacrifice of value but a strategic choice that raises the probability of succeeding at AGI.
• Internally, it strengthens employees' sense of accomplishment and organizational cohesion; externally, it has the effect of social contribution.
• Since AI is large enough to account for 10% of global GDP, trying to monopolize it means falling behind in history.
• The models released as open source are identical to the models deployed internally, and inferior models are not released.

Scaling and Resources

• The gap between Chinese and US AI is mainly a resource gap, and he believes in scaling.
• Models are trained at their current size not because that size is sufficient, but because of the limits of the resources available.