传梁文锋持股比例降至 70%,DeepSeek 或需巨额融资
有人扒了 DeepSeek 的股权和算力账,说梁文锋只剩 70% 股份,2027 年起还得融几百亿美元买算力,看看这笔账合不合理。
有分析称 DeepSeek 创始人梁文锋目前仅控制公司 70% 的股份。该分析认为 DeepSeek 要在 2027-29 年间获取中国新增算力中数吉瓦级的份额,需要筹集数百亿美元级别的资金。文中还提到其估值必须大幅上升才能支撑这一融资规模。
Fair correction. However, my point stands. From what I can tell, Liang Wenfeng now controls only 70% of DeepSeek. They will need to raise MANY TENS of $billions in 2027-29 to seize a big fraction (gigawatts) of new Chinese compute. Unsustainable their valuation has to go way up https://t.co/s0WZ8ojVBl