DeepSeek means to Liang Wenfeng what SpaceX means to Musk, not X
teortaxesTex · x · 2026-10-28
Pushing back on the take that DeepSeek is to Liang Wenfeng roughly what X is to Musk, teortaxesTex argues the better analogy is SpaceX: a core mission, not a hobby toy. In his framing, Huanfang Quantitative — the quant fund Liang still fully owns — is his PayPal, the cash engine funding DeepSeek without economic pressure, unlike other Chinese LLM labs rushing to IPO.
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