DeepSeek founder Liang Wenfeng says CUDA’s moat is weakening and Ascend may emerge as an alternative

sudoraohacker · x · 2026-07-24

This thread summarizes a 4-hour investor meeting with DeepSeek founder Liang Wenfeng.
He argues CUDA’s moat is gradually weakening and sees Huawei Ascend as a plausible alternative, even if domestic substitution remains costlier under compute constraints.
Liang says the people trying to “cash in” on AI will lose; he frames OpenAI as being under pressure because it tried to monopolize too much.
On the AI roadmap, he lays out a sequence: language models → chain of thought → agents → continuous learning → self-iteration / singularity → embodied intelligence.
He characterizes singularity as a slow process, not a sudden explosion, and says the field is only about halfway there.

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