DeepSeek founder says open source, low margins and coding agents are the road to AGI
AlchainHust · x · 2026-07-23
DeepSeek's founder says the company will keep open source, low margins, and AGI-first priorities
The post reconstructs a long investor-meeting transcript attributed to Liang Wenfeng that lays out DeepSeek’s strategy around restraint, open source, and AGI.
- He says the company is not optimizing for product revenue, consumer traffic, or becoming the next super-app.
- The main technical priority is coding agents now, followed by continuous learning as the next major step toward AGI.
- He argues that multimodal, 3D, video, and world models are not the main line.
- DeepSeek’s philosophy is to earn only reasonable profits, keep pricing low, and use open source as a strategic tradeoff.
- He says the firm wants to reduce the China-U.S. gap with far fewer compute resources, and believes the real bottleneck is resources rather than talent.
- He also claims the domestic model market will eventually consolidate, and that large model companies will not capture most AI profits.
The transcript also stresses internal culture: a vision-driven organization, limited overtime, room for bottom-up research, and a strong emphasis on team stability.
Related event: DeepSeek's Liang Wenfeng Pledges Sole Focus on AGI Over Profits(18 posts)→
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