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🚨 DEEPSEEK HARNESS IS GOING DESKTOP. 👀 💻 Platform: Electron 🖥️ Operating system: macOS + Windows ⚙️ Integration: Harness Web UI → Desktop App 🔄 Features: Auto-update, code signing, notarization 📦 Release: Not announced yet The official DeepSeek Harness Desktop version has appeared in the main branch of DeepSeek’s repository. Built with Electron, it turns the current Harness Web UI into a standalone desktop application, allowing users to use it without having to manually start a Web service. Notably, the code in the repository includes a build pipeline for macOS and Windows installers, along with steps for signing the application, notarization, auto-updates, and uploading. The production update address points to download.deepseek.com. Recent commits are mainly focused on packaging-related issues, notarization, and restoring state on startup. However, DeepSeek has not announced an official release date yet, and the GitHub Release page still does not have an installer available for download. 🔥 THE CODE IS HERE. THE RELEASE ISN'T YET. The fact that the desktop code has been merged into the main branch suggests the product is getting close to the release stage, but it can’t yet be considered an official launch announcement. 👀 Desktop DeepSeek is coming but when? #DeepSeek #AI #DeepSeekHarness
🚨 DEEPSEEK HARNESS IS GOING DESKTOP. 👀

💻 Platform: Electron
🖥️ Operating system: macOS + Windows
⚙️ Integration: Harness Web UI → Desktop App
🔄 Features: Auto-update, code signing, notarization
📦 Release: Not announced yet

The official DeepSeek Harness Desktop version has appeared in the main branch of DeepSeek’s repository.

Built with Electron, it turns the current Harness Web UI into a standalone desktop application, allowing users to use it without having to manually start a Web service.

Notably, the code in the repository includes a build pipeline for macOS and Windows installers, along with steps for signing the application, notarization, auto-updates, and uploading.

The production update address points to download.deepseek.com.
Recent commits are mainly focused on packaging-related issues, notarization, and restoring state on startup.

However, DeepSeek has not announced an official release date yet, and the GitHub Release page still does not have an installer available for download.

🔥 THE CODE IS HERE. THE RELEASE ISN'T YET.

The fact that the desktop code has been merged into the main branch suggests the product is getting close to the release stage, but it can’t yet be considered an official launch announcement.

👀 Desktop DeepSeek is coming but when?

#DeepSeek #AI #DeepSeekHarness
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DeepSeek’s Flash Model Outsmarts GPT-6 Astra While Slashing Costs by 70×Most traders focus on price charts. Smart money watches the cost‑efficiency curve of AI models instead. In a recent OpenDesign benchmark, DeepSeek V4.1 Flash scored just 1.5 points behind GPT‑6 Astra on design tasks, yet it ran at a fraction of the price—about 70 times cheaper. #AI #DeepSeek #GPT This isn’t just a tech win; it’s a signal that the AI arms race is shifting toward value. When a model can deliver near‑state‑of‑the‑art performance at a tenth of the cost, the entire ecosystem—from infrastructure providers to tokenized AI services—stands to benefit. For on‑chain investors, this means the next wave of AI‑powered dApps could emerge with lower capital burn, accelerating adoption and reducing entry barriers for developers. Watch the token $AI on the Binance Smart Chain. The token’s on‑chain activity has spiked by 35 % since the benchmark release, and whale transfers of $AI have increased by 12 % week‑over‑week. If the cost advantage translates into broader deployment, $AI could see a liquidity surge as more projects integrate DeepSeek’s Flash model. #Watchlist How will the market react if DeepSeek’s cost advantage forces a migration from GPT‑6 Astra‑based services to Flash‑powered solutions?

DeepSeek’s Flash Model Outsmarts GPT-6 Astra While Slashing Costs by 70×

Most traders focus on price charts. Smart money watches the cost‑efficiency curve of AI models instead.
In a recent OpenDesign benchmark, DeepSeek V4.1 Flash scored just 1.5 points behind GPT‑6 Astra on design tasks, yet it ran at a fraction of the price—about 70 times cheaper. #AI #DeepSeek #GPT
This isn’t just a tech win; it’s a signal that the AI arms race is shifting toward value. When a model can deliver near‑state‑of‑the‑art performance at a tenth of the cost, the entire ecosystem—from infrastructure providers to tokenized AI services—stands to benefit. For on‑chain investors, this means the next wave of AI‑powered dApps could emerge with lower capital burn, accelerating adoption and reducing entry barriers for developers.
Watch the token $AI on the Binance Smart Chain. The token’s on‑chain activity has spiked by 35 % since the benchmark release, and whale transfers of $AI have increased by 12 % week‑over‑week. If the cost advantage translates into broader deployment, $AI could see a liquidity surge as more projects integrate DeepSeek’s Flash model. #Watchlist
How will the market react if DeepSeek’s cost advantage forces a migration from GPT‑6 Astra‑based services to Flash‑powered solutions?
See translation
🚀 $AI FLASHING INTO THE MARKET WITH DEEPSEEK V4.1 BREAKTHROUGH 🦈 DeepSeek just dropped V4.1 Flash, a 552B beast that runs on a lean 8B/16B activation split. 📊 The architecture slashes HBM demand to a quarter and SSD to an eighth, meaning AI compute costs tumble while performance spikes. ⚡ For $AI token holders, this efficiency upgrade is a liquidity magnet – whales can flood the order book without burning cash, setting the stage for a bullish wave. 🌊 Smart‑money is already eyeing the next swing, so keep eyes on volume spikes and on‑chain inflows. 🦈 💬 Are you positioning for the AI‑fuelled rally or waiting for the next price correction? 👇 ⚠️ Not financial advice. Always manage your risk. 🛡️ 🏷️ #AI #DeepSeek #AIModel #Crypto 🔥 💎
🚀 $AI FLASHING INTO THE MARKET WITH DEEPSEEK V4.1 BREAKTHROUGH 🦈

DeepSeek just dropped V4.1 Flash, a 552B beast that runs on a lean 8B/16B activation split. 📊 The architecture slashes HBM demand to a quarter and SSD to an eighth, meaning AI compute costs tumble while performance spikes. ⚡

For $AI token holders, this efficiency upgrade is a liquidity magnet – whales can flood the order book without burning cash, setting the stage for a bullish wave. 🌊 Smart‑money is already eyeing the next swing, so keep eyes on volume spikes and on‑chain inflows. 🦈

💬 Are you positioning for the AI‑fuelled rally or waiting for the next price correction? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #AI #DeepSeek #AIModel #Crypto

🔥 💎
AMERICA ACCUSES CHINESE AI FIRMS OF “DIGESTING” U.S. AI MODELS U.S. law enforcement and intelligence officials are accusing DeepSeek, Moonshot AI, Alibaba, and three other Chinese AI companies of using a method described as “distillation” to train models based on technology from U.S. companies such as OpenAI, Anthropic, and Google. According to the allegations, the scale of this activity could be very large and may have been carried out with advance knowledge of the Chinese government. Washington warns that this is not just about commercial competition. If Chinese models can rapidly absorb capabilities from advanced U.S. AI systems, they could help enhance China’s military capabilities and cyberattacks. My take: the AI battle is shifting from “who can build better models” to “who can absorb the opponent’s capabilities faster.” If these allegations are proven, this would be a major issue for the technological advantage of U.S. AI companies. AI competition is getting less about training and more about stealing the shortcut. Do you think distillation is a normal AI technique, or is it becoming a weapon in the U.S.–China technology war? #BrainrotCrypto #AI #DeepSeek #USChinaTechRace
AMERICA ACCUSES CHINESE AI FIRMS OF “DIGESTING” U.S. AI MODELS

U.S. law enforcement and intelligence officials are accusing DeepSeek, Moonshot AI, Alibaba, and three other Chinese AI companies of using a method described as “distillation” to train models based on technology from U.S. companies such as OpenAI, Anthropic, and Google.

According to the allegations, the scale of this activity could be very large and may have been carried out with advance knowledge of the Chinese government.

Washington warns that this is not just about commercial competition. If Chinese models can rapidly absorb capabilities from advanced U.S. AI systems, they could help enhance China’s military capabilities and cyberattacks.

My take: the AI battle is shifting from “who can build better models” to “who can absorb the opponent’s capabilities faster.” If these allegations are proven, this would be a major issue for the technological advantage of U.S. AI companies.

AI competition is getting less about training and more about stealing the shortcut.

Do you think distillation is a normal AI technique, or is it becoming a weapon in the U.S.–China technology war?

#BrainrotCrypto #AI #DeepSeek #USChinaTechRace
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DeepSeek kicks off a new round of financing, with a pre-money valuation of about US$71 billion. Last month, ARR reached US$500 million; this year, AI infrastructure spending has already reached US$1.6 billion.#DeepSeek #AI
DeepSeek kicks off a new round of financing, with a pre-money valuation of about US$71 billion. Last month, ARR reached US$500 million; this year, AI infrastructure spending has already reached US$1.6 billion.#DeepSeek
#AI
📰 DeepSeek has commissioned Citic Securities to prepare for a STAR Market (科创板) IPO, with plans to initiate the relevant process within this year. The exact amount to raise and the target valuation are not determined yet, which means it’s still too early to talk about a final listing price. 🔥 But this is not a small matter. DeepSeek is currently in a new round of fundraising, targeting a valuation of around RMB 500 billion, or approximately USD 75 billion. As recently as this past June, the company completed a fundraising round of about USD 7.4 billion at a post-money valuation of over USD 50 billion. 💡 Among the investors at the time, founder Liang Wenfeng contributed RMB 20 billion, Tencent invested RMB 10 billion, and CATL invested RMB 5 billion. Several institutions also became key external shareholders as a result. Honestly, this roster of shareholders is already quite noteworthy. 👀 The company plans to use funds raised via the IPO to keep investing in compute infrastructure, model R&D, and in-house chip development, while also strengthening incentives for core talent. In short, the money is mainly going into compute power, technology, and people—not just making moves at the capital level. 🤔 The biggest question now is what valuation DeepSeek will ultimately achieve, how much it will raise, and whether the STAR Market IPO can truly be launched within the year. Do you think the market attention when it lists will be higher than that of the fundraising round in June this year? #DeepSeek #人工智能 #科创板 #芯片算力
📰 DeepSeek has commissioned Citic Securities to prepare for a STAR Market (科创板) IPO, with plans to initiate the relevant process within this year. The exact amount to raise and the target valuation are not determined yet, which means it’s still too early to talk about a final listing price.

🔥 But this is not a small matter. DeepSeek is currently in a new round of fundraising, targeting a valuation of around RMB 500 billion, or approximately USD 75 billion. As recently as this past June, the company completed a fundraising round of about USD 7.4 billion at a post-money valuation of over USD 50 billion.

💡 Among the investors at the time, founder Liang Wenfeng contributed RMB 20 billion, Tencent invested RMB 10 billion, and CATL invested RMB 5 billion. Several institutions also became key external shareholders as a result. Honestly, this roster of shareholders is already quite noteworthy.

👀 The company plans to use funds raised via the IPO to keep investing in compute infrastructure, model R&D, and in-house chip development, while also strengthening incentives for core talent. In short, the money is mainly going into compute power, technology, and people—not just making moves at the capital level.

🤔 The biggest question now is what valuation DeepSeek will ultimately achieve, how much it will raise, and whether the STAR Market IPO can truly be launched within the year. Do you think the market attention when it lists will be higher than that of the fundraising round in June this year?

#DeepSeek #人工智能 #科创板 #芯片算力
📰 U.S. law enforcement and intelligence officials have turned their attention to Chinese AI companies. According to Reuters, six companies, including DeepSeek, Moonshot AI, and Alibaba, were accused of using “distillation” to train their own products with models from U.S. companies such as OpenAI, Anthropic, Google, and SpaceX. 🔥 It’s important to keep things straight: what has been disclosed is the accusations made by the U.S. side, not a conclusion that has already been proven. The U.S. side also claims these activities may have been carried out with the knowledge of the Chinese government, but the excerpted report does not provide corporate responses or additional evidence. Honestly, model distillation is a common technical approach in the AI industry. But once it’s placed directly in the context of law enforcement, intelligence, and national security, it’s no longer just a technical dispute. ⚠️ The U.S. side further warned that the relevant capabilities may enhance China’s military and cyber-attack capabilities. That’s a very serious statement, and it also means that the China–U.S. AI competition is moving beyond chip and compute constraints to extend into the model training methods. 🤔 If, going forward, the U.S. really imposes restrictions based on “distillation,” who do you think will be affected first: Chinese AI companies, or model providers like OpenAI and Anthropic? #人工智能 #DeepSeek #中美科技 #Web3 observation
📰 U.S. law enforcement and intelligence officials have turned their attention to Chinese AI companies. According to Reuters, six companies, including DeepSeek, Moonshot AI, and Alibaba, were accused of using “distillation” to train their own products with models from U.S. companies such as OpenAI, Anthropic, Google, and SpaceX.

🔥 It’s important to keep things straight: what has been disclosed is the accusations made by the U.S. side, not a conclusion that has already been proven. The U.S. side also claims these activities may have been carried out with the knowledge of the Chinese government, but the excerpted report does not provide corporate responses or additional evidence.

Honestly, model distillation is a common technical approach in the AI industry. But once it’s placed directly in the context of law enforcement, intelligence, and national security, it’s no longer just a technical dispute.

⚠️ The U.S. side further warned that the relevant capabilities may enhance China’s military and cyber-attack capabilities. That’s a very serious statement, and it also means that the China–U.S. AI competition is moving beyond chip and compute constraints to extend into the model training methods.

🤔 If, going forward, the U.S. really imposes restrictions based on “distillation,” who do you think will be affected first: Chinese AI companies, or model providers like OpenAI and Anthropic?

#人工智能 #DeepSeek #中美科技 #Web3 observation
DEEPSEEK JUST DECLARED WAR ON AI API PRICES. 💀 DeepSeek will cut the price of its Flash API line starting at 04:00 UTC on 10/9. Maximum discounts: Cache hit: -60% Cache miss: -33.33% Output: -11.11% AI API market right now: DeepSeek: “Prices are too high.” Everyone else: “Bro, what are you doing?” 💀 Up to 60% off for cache hits is quite aggressive, especially for workloads with a high cache hit rate. Do you think this AI API price war will benefit developers—or will models ultimately race to the bottom? #DeepSeek #Aİ #api3update #BrainrotCrypto
DEEPSEEK JUST DECLARED WAR ON AI API PRICES. 💀

DeepSeek will cut the price of its Flash API line starting at 04:00 UTC on 10/9.

Maximum discounts:
Cache hit: -60% Cache miss: -33.33% Output: -11.11%
AI API market right now:

DeepSeek: “Prices are too high.”
Everyone else: “Bro, what are you doing?” 💀

Up to 60% off for cache hits is quite aggressive, especially for workloads with a high cache hit rate.

Do you think this AI API price war will benefit developers—or will models ultimately race to the bottom?

#DeepSeek #Aİ #api3update #BrainrotCrypto
📰 DeepSeek Open Platform Announcement: Starting at 12:00 PM (Beijing time) on September 10, the pricing for calls to the Flash series models has been reduced. This isn’t just a simple, uniform discount. Cache hits, cache misses, and output prices are all adjusted separately. 🔥 Honestly, the biggest drop is in the cache-hit pricing. For scenarios with repeated calls involving similar content, cost changes will be more direct. Cache-miss pricing and output pricing are also lowered, but the reductions are not as large. In reality, API price adjustments like this affect more than just developers’ bills. They also make it easier for everyone to re-evaluate how they use model calls: which requests are suitable for caching, and which content is worth handling with Flash—these choices become simpler to compare. 💡 The announcement states the changes take effect tomorrow at 12:00 PM. It’s already quite close. Teams building AI tools, robots, or automation services will likely first review their call structure and costs. 🤔 Will you increase your usage of DeepSeek Flash calls because of this price cut? #DeepSeek #AI #API #加密行业
📰 DeepSeek Open Platform Announcement: Starting at 12:00 PM (Beijing time) on September 10, the pricing for calls to the Flash series models has been reduced.

This isn’t just a simple, uniform discount. Cache hits, cache misses, and output prices are all adjusted separately.

🔥 Honestly, the biggest drop is in the cache-hit pricing. For scenarios with repeated calls involving similar content, cost changes will be more direct. Cache-miss pricing and output pricing are also lowered, but the reductions are not as large.

In reality, API price adjustments like this affect more than just developers’ bills. They also make it easier for everyone to re-evaluate how they use model calls: which requests are suitable for caching, and which content is worth handling with Flash—these choices become simpler to compare.

💡 The announcement states the changes take effect tomorrow at 12:00 PM. It’s already quite close. Teams building AI tools, robots, or automation services will likely first review their call structure and costs.

🤔 Will you increase your usage of DeepSeek Flash calls because of this price cut?

#DeepSeek #AI #API #加密行业
📰 DeepSeek releases v4.1 Flash beta. This time it uses a brand-new architecture, and the focus is very straightforward: native multimodal, stronger capabilities, faster speed—while continuing to drive costs down. 🔥 The way to call it hasn’t been complicated for developers. You don’t need to change your existing base_url—just replace the model name with deepseek-v4.1-flash-expires-on-0910 to connect. The account-level concurrent request limit is 20, clearly indicating it’s still in a limited trial stage. 💡 What’s even more interesting is that the current pricing for v4.1 Flash is the same as deepseek-v4-flash. Honestly, if the new version really can deliver multimodality, speed, and capability at the same price, then what everyone cares about most isn’t the parameter table—it’s whether, in real tasks, you can spend less and wait less time. 👀 The model name directly includes expires-on-0910, suggesting this test window may be pretty short. If you want to try it, you’ll need to move quickly—but don’t jump to conclusions after just a few simple questions. The real answers on multimodal performance, stability for long-running tasks, and behavior under high concurrency can only be verified through actual calls. 🤔 If you could test only one thing first, would you prioritize its multimodal capability—or use the same tasks to compare the speed and cost against v4 Flash? #DeepSeek #人工智能 #AI模型 #Technology Frontiers
📰 DeepSeek releases v4.1 Flash beta. This time it uses a brand-new architecture, and the focus is very straightforward: native multimodal, stronger capabilities, faster speed—while continuing to drive costs down.

🔥 The way to call it hasn’t been complicated for developers. You don’t need to change your existing base_url—just replace the model name with deepseek-v4.1-flash-expires-on-0910 to connect. The account-level concurrent request limit is 20, clearly indicating it’s still in a limited trial stage.

💡 What’s even more interesting is that the current pricing for v4.1 Flash is the same as deepseek-v4-flash. Honestly, if the new version really can deliver multimodality, speed, and capability at the same price, then what everyone cares about most isn’t the parameter table—it’s whether, in real tasks, you can spend less and wait less time.

👀 The model name directly includes expires-on-0910, suggesting this test window may be pretty short. If you want to try it, you’ll need to move quickly—but don’t jump to conclusions after just a few simple questions. The real answers on multimodal performance, stability for long-running tasks, and behavior under high concurrency can only be verified through actual calls.

🤔 If you could test only one thing first, would you prioritize its multimodal capability—or use the same tasks to compare the speed and cost against v4 Flash?

#DeepSeek #人工智能 #AI模型 #Technology Frontiers
📰 DeepSeek suddenly posted around 150 senior backend and server-engineer positions. This isn’t just filling a few openings—it’s because a new direction, new systems, and new requirements are all coming in at the same time. 🔥 The most interesting part of this recruiting post is the official explanation: after the scale of computer systems grows, complexity rises exponentially. The amount of data is increasing, the number of machines and containers is increasing, and training and evaluation tasks are expanding in step. To be honest, when many people see AI companies expanding hiring, their first reaction is that the model needs to be upgraded again. But based on this round of job types, what DeepSeek needs to add most are backend and server engineers—suggesting that large-scale systems themselves have already become a very heavy engineering challenge. 💡 The figure of 150 HC also shows that after the new direction takes shape, the real drain on manpower isn’t necessarily only algorithm research. How to make the system handle more data, more machines, and an ever-growing number of training and evaluation tasks will all become responsibilities for the backend team. 🤔 What do you think this hiring round is for—preparing for the next wave of products and models, or simply because the current systems are so complex they must expand the team? Would you consider applying for roles like these? #DeepSeek #人工智能 #后端工程师 #TechnologyRecruitment
📰 DeepSeek suddenly posted around 150 senior backend and server-engineer positions. This isn’t just filling a few openings—it’s because a new direction, new systems, and new requirements are all coming in at the same time.

🔥 The most interesting part of this recruiting post is the official explanation: after the scale of computer systems grows, complexity rises exponentially. The amount of data is increasing, the number of machines and containers is increasing, and training and evaluation tasks are expanding in step.

To be honest, when many people see AI companies expanding hiring, their first reaction is that the model needs to be upgraded again. But based on this round of job types, what DeepSeek needs to add most are backend and server engineers—suggesting that large-scale systems themselves have already become a very heavy engineering challenge.

💡 The figure of 150 HC also shows that after the new direction takes shape, the real drain on manpower isn’t necessarily only algorithm research. How to make the system handle more data, more machines, and an ever-growing number of training and evaluation tasks will all become responsibilities for the backend team.

🤔 What do you think this hiring round is for—preparing for the next wave of products and models, or simply because the current systems are so complex they must expand the team? Would you consider applying for roles like these?

#DeepSeek #人工智能 #后端工程师 #TechnologyRecruitment
DeepSeek’s founder is quietly positioning for China’s next IPO wave. Liang Wenfeng, the founder of DeepSeek, is taking High-Flyer, the quantitative fund behind DeepSeek, deeper into China’s pre-IPO market. High-Flyer is said to have participated in pre-IPO deals in sectors that Beijing is prioritizing, such as AI, semiconductors, and robotics, including CXMT and Unitree Robotics. What’s notable is that this strategy isn’t just about investing. DeepSeek is reportedly aiming for an IPO on the STAR Market in Shanghai, turning the AI company that once jolted global markets into one of the major candidates in China’s technology IPO wave. If this model succeeds, Liang Wenfeng won’t just be building an AI lab. He is using quant + AI + private markets to gain access to an entire technology ecosystem before it goes public. The AI race is becoming an IPO race too. What do you think—could DeepSeek’s IPO become the next boost for China Tech, or is the Chinese market pricing AI too far beyond fundamentals? #DeepSeek #Aİ #ChinaTech #IPOWave
DeepSeek’s founder is quietly positioning for China’s next IPO wave.

Liang Wenfeng, the founder of DeepSeek, is taking High-Flyer, the quantitative fund behind DeepSeek, deeper into China’s pre-IPO market.

High-Flyer is said to have participated in pre-IPO deals in sectors that Beijing is prioritizing, such as AI, semiconductors, and robotics, including CXMT and Unitree Robotics.

What’s notable is that this strategy isn’t just about investing.
DeepSeek is reportedly aiming for an IPO on the STAR Market in Shanghai, turning the AI company that once jolted global markets into one of the major candidates in China’s technology IPO wave.

If this model succeeds, Liang Wenfeng won’t just be building an AI lab.

He is using quant + AI + private markets to gain access to an entire technology ecosystem before it goes public.

The AI race is becoming an IPO race too.

What do you think—could DeepSeek’s IPO become the next boost for China Tech, or is the Chinese market pricing AI too far beyond fundamentals?

#DeepSeek #Aİ #ChinaTech #IPOWave
DeepSeek was reported to have revenue of about 10 times the whole of last year in the first seven months of this year, with an API business gross margin of 82.9%. The company is also seeking a second round of external financing. The proposed financing is to raise RMB 50 billion at a valuation of RMB 500 billion, and the company has already hired an investment bank to prepare for an IPO in Shanghai next year. In June, it just completed its first round of external financing of RMB 50 billion. On the revenue side, in the first seven months revenue was RMB 475 million, and its net loss narrowed to RMB 715 million. Overall gross margin was 44.6%. After the adoption rate of the V4 series increased, annualized revenue is reportedly expected to reach between USD 400 million and USD 500 million. During the same period, spending on AI infrastructure increased to RMB 11 billion, mainly used for server rentals and the purchase of AI chips and computing equipment. With heavy investment and improvements in profitability occurring at the same time, For market observation only and does not constitute investment advice. #DeepSeek #AI #融资
DeepSeek was reported to have revenue of about 10 times the whole of last year in the first seven months of this year, with an API business gross margin of 82.9%. The company is also seeking a second round of external financing.

The proposed financing is to raise RMB 50 billion at a valuation of RMB 500 billion, and the company has already hired an investment bank to prepare for an IPO in Shanghai next year. In June, it just completed its first round of external financing of RMB 50 billion.

On the revenue side, in the first seven months revenue was RMB 475 million, and its net loss narrowed to RMB 715 million. Overall gross margin was 44.6%. After the adoption rate of the V4 series increased, annualized revenue is reportedly expected to reach between USD 400 million and USD 500 million.

During the same period, spending on AI infrastructure increased to RMB 11 billion, mainly used for server rentals and the purchase of AI chips and computing equipment. With heavy investment and improvements in profitability occurring at the same time,

For market observation only and does not constitute investment advice.

#DeepSeek #AI #融资
Bitcoin has just surged past $80,000, and DeepSeek’s gross margin is 82.9%! So what is this AI compute narrative that’s about to take off? Yesterday, the “big pie” hit as high as $81,270 intraday—up 24% over the week—its best performance since 2023. The market greed index is at 80, extremely greedy. But right at this moment, DeepSeek’s numbers are even more explosive: in the first 7 months, revenue was 475 million, which is 10x the full-year figure from last year. API business gross margin is 82.9%, and overall gross margin is 44.6%. The most wild part is that during the peak of V4‑Pro, its output price was raised from $0.87 to $3.96—what confidence is behind that? AI infrastructure investment skyrocketed from $1.2 billion last year to $11 billion in the first 7 months. Our view is pretty simple: the AI compute race is replaying the logic of the 2021 DeFi Summer. DeepSeek’s valuation is $500 billion, and there’s talk of a Shanghai IPO next year. This isn’t just an AI story—compute equals power, power equals narrative, and narrative equals liquidity. With the big pie breaking $80k this time, the backdrop includes the U.S. Treasury’s debt-repurchase liquidity easing plus Trump pushing the Clarity Act. But the next narrative to take the baton is likely the AI x Crypto track. What should retail investors do? Don’t chase the big pie at the highs—watch the pullback for support around $78k. Focus on the underlying infrastructure projects at the intersection of AI and blockchain: compute rental, decentralized inference, and other directions—these could be the engine powering the next leg of the main upswing. Which sector do you think this AI narrative can take off? Chat in the comments. #DeepSeek #OpenAI据报完成新一代Bel模型预训练 $BTC $ETH $ZEC
Bitcoin has just surged past $80,000, and DeepSeek’s gross margin is 82.9%! So what is this AI compute narrative that’s about to take off?

Yesterday, the “big pie” hit as high as $81,270 intraday—up 24% over the week—its best performance since 2023. The market greed index is at 80, extremely greedy. But right at this moment, DeepSeek’s numbers are even more explosive: in the first 7 months, revenue was 475 million, which is 10x the full-year figure from last year. API business gross margin is 82.9%, and overall gross margin is 44.6%. The most wild part is that during the peak of V4‑Pro, its output price was raised from $0.87 to $3.96—what confidence is behind that? AI infrastructure investment skyrocketed from $1.2 billion last year to $11 billion in the first 7 months.

Our view is pretty simple: the AI compute race is replaying the logic of the 2021 DeFi Summer. DeepSeek’s valuation is $500 billion, and there’s talk of a Shanghai IPO next year. This isn’t just an AI story—compute equals power, power equals narrative, and narrative equals liquidity. With the big pie breaking $80k this time, the backdrop includes the U.S. Treasury’s debt-repurchase liquidity easing plus Trump pushing the Clarity Act. But the next narrative to take the baton is likely the AI x Crypto track.

What should retail investors do? Don’t chase the big pie at the highs—watch the pullback for support around $78k. Focus on the underlying infrastructure projects at the intersection of AI and blockchain: compute rental, decentralized inference, and other directions—these could be the engine powering the next leg of the main upswing.

Which sector do you think this AI narrative can take off? Chat in the comments.
#DeepSeek #OpenAI据报完成新一代Bel模型预训练
$BTC $ETH $ZEC
🚨 DEEPSEEK FLASH WAS TOO CHEAP. THEN REALITY SENT THE BILL. 💀 DeepSeek V4 Flash previously increased its usage on OpenCode from about 3T → 18T tokens/day in just around two weeks, nearly 6x. Then on August 16: 💰 DeepSeek increased prices. V4 Flash output went from $0.28 → $0.66/M tokens outside peak, and to $1.32/M tokens during peak hours. Results reported from OpenCode data: → Token usage fell by more than 50% from the peak → About 10T tokens/day “disappeared” → OpenCode is said to require around 1,000 B300 GPUs to meet current demand It’s a very simple equation: Cheap + Powerful + Massive Scale Pick 2. AI users: “Make AI cheaper.” GPUs: “Absolutely not.” 💀 DeepSeek Flash just showed the market a bigger problem: AI inference isn’t just a battle of models. It’s a battle of compute economics. If demand keeps rising but GPUs aren’t enough, the question isn’t: “Which model is the best?” It becomes: “Does AI have enough compute to run it at massive scale?” Do you think AI is entering an era of compute shortages, or will GPU/cloud companies quickly bring inference costs back down? 👀 #BrainrotCrypto #DeepSeek
🚨 DEEPSEEK FLASH WAS TOO CHEAP. THEN REALITY SENT THE BILL. 💀

DeepSeek V4 Flash previously increased its usage on OpenCode from about 3T → 18T tokens/day in just around two weeks, nearly 6x.

Then on August 16:
💰 DeepSeek increased prices.
V4 Flash output went from $0.28 → $0.66/M tokens outside peak, and to $1.32/M tokens during peak hours.

Results reported from OpenCode data:
→ Token usage fell by more than 50% from the peak
→ About 10T tokens/day “disappeared”
→ OpenCode is said to require around 1,000 B300 GPUs to meet current demand

It’s a very simple equation:
Cheap + Powerful + Massive Scale
Pick 2.

AI users:
“Make AI cheaper.”
GPUs:
“Absolutely not.” 💀

DeepSeek Flash just showed the market a bigger problem:
AI inference isn’t just a battle of models.

It’s a battle of compute economics.

If demand keeps rising but GPUs aren’t enough, the question isn’t:
“Which model is the best?”

It becomes:
“Does AI have enough compute to run it at massive scale?”

Do you think AI is entering an era of compute shortages, or will GPU/cloud companies quickly bring inference costs back down? 👀

#BrainrotCrypto #DeepSeek
🤖 DEEPSEEK-V4-FLASH IS BASICALLY SAYING: “$0, COME BUILD.” 💀 B.AI continues to expand its unlimited free DeepSeek-V4-Flash program, letting users experience the model on both the Web and API for $0. Notable points: → DeepSeek-V4-Flash: free → Free expansion for both Web + API → Smart routing to optimize cost + performance → Supports long context up to the level of millions of tokens → Optimized for Agent workflows and heavy workloads → Payment integration for both Web2 + Web3 → Aiming for infrastructure for AI Agents / AGI B.AI is playing a pretty obvious game: AI infrastructure + smart routing + crypto payments + agent economy. Developer: “How much is this API?” B.AI: “$0.” Developer: “Okay, so how do you make money?” 💀 But this is the part that’s worth watching. If free access attracts developers into the ecosystem, the long-term advantage may not be in selling individual API calls—it may be in the routing infrastructure, model marketplace, agent deployment, and the payment rails behind it. AI is moving from: “Chat with a model” to: “Build an agent that actually does shit.” 💀 Do you think the free-AI strategy → pulling developers → monetizing infrastructure can scale, or is this just the next round of AI burning money? #DeepSeek #DigitalSchizophrenia
🤖 DEEPSEEK-V4-FLASH IS BASICALLY SAYING: “$0, COME BUILD.” 💀

B.AI continues to expand its unlimited free DeepSeek-V4-Flash program, letting users experience the model on both the Web and API for $0.

Notable points:
→ DeepSeek-V4-Flash: free
→ Free expansion for both Web + API
→ Smart routing to optimize cost + performance
→ Supports long context up to the level of millions of tokens
→ Optimized for Agent workflows and heavy workloads
→ Payment integration for both Web2 + Web3
→ Aiming for infrastructure for AI Agents / AGI

B.AI is playing a pretty obvious game:

AI infrastructure + smart routing + crypto payments + agent economy.

Developer:
“How much is this API?”
B.AI:
“$0.”
Developer:
“Okay, so how do you make money?” 💀

But this is the part that’s worth watching.

If free access attracts developers into the ecosystem, the long-term advantage may not be in selling individual API calls—it may be in the routing infrastructure, model marketplace, agent deployment, and the payment rails behind it.

AI is moving from:
“Chat with a model”
to:
“Build an agent that actually does shit.” 💀

Do you think the free-AI strategy → pulling developers → monetizing infrastructure can scale, or is this just the next round of AI burning money?

#DeepSeek #DigitalSchizophrenia
In response to the panic caused by input characters leading to DeepSeek exposing others' chats, DeepSeek released an investigation result today. They confirmed that the abnormal replies were triggered by special characters causing model hallucinations, and there was no failure in multi-tenant isolation or data privacy breaches. Certain tags can induce the model to extract training data, fabricating chat logs using the current date from system prompts. The official statement has completely put to rest conspiracy theories about the collapse of the underlying isolation architecture. DeepSeek stated that they will enhance the model's capability to recognize and handle special characters through targeted training. Why it matters: This incident clarifies the technical boundaries of AI model privacy security; special characters induce hallucinations rather than actual data leaks, and this conclusion is significant for AI security research. #DeepSeek #AI #隐私安全 #大模型 #Web3
In response to the panic caused by input characters leading to DeepSeek exposing others' chats, DeepSeek released an investigation result today. They confirmed that the abnormal replies were triggered by special characters causing model hallucinations, and there was no failure in multi-tenant isolation or data privacy breaches. Certain tags can induce the model to extract training data, fabricating chat logs using the current date from system prompts. The official statement has completely put to rest conspiracy theories about the collapse of the underlying isolation architecture. DeepSeek stated that they will enhance the model's capability to recognize and handle special characters through targeted training.

Why it matters: This incident clarifies the technical boundaries of AI model privacy security; special characters induce hallucinations rather than actual data leaks, and this conclusion is significant for AI security research.

#DeepSeek #AI #隐私安全 #大模型 #Web3
DeepSeek wraps up its first round of funding exceeding $7.4 billion, with a valuation surpassing $50 billion Chinese AI lab DeepSeek has completed its first funding round, raising over 50 billion yuan (approximately $7.4 billion), pushing its valuation past $50 billion. This funding round utilized an unconventional trading structure, where outside investors contribute to a limited partnership managed by CEO Liang Wenfeng, ensuring the founder retains absolute control over the company. Why it matters: This is one of the largest single funding rounds for a Chinese AI lab, signaling global capital's continued confidence in the Chinese AI sector, and will accelerate DeepSeek's competition with international giants like OpenAI and Anthropic. #DeepSeek #AI #人工智能 #融资 #Web3
DeepSeek wraps up its first round of funding exceeding $7.4 billion, with a valuation surpassing $50 billion

Chinese AI lab DeepSeek has completed its first funding round, raising over 50 billion yuan (approximately $7.4 billion), pushing its valuation past $50 billion. This funding round utilized an unconventional trading structure, where outside investors contribute to a limited partnership managed by CEO Liang Wenfeng, ensuring the founder retains absolute control over the company.

Why it matters: This is one of the largest single funding rounds for a Chinese AI lab, signaling global capital's continued confidence in the Chinese AI sector, and will accelerate DeepSeek's competition with international giants like OpenAI and Anthropic.

#DeepSeek #AI #人工智能 #融资 #Web3
Insider: DeepSeek plans to kick off a new round of funding at a valuation of about $71 billion 🔥 According to a report by The Financial Times, DeepSeek completed its first round of funding in June (valued at more than $50 billion). Now, just one month later, a new round of funding is already in the works—its valuation has surged to $71 billion, an increase of over 40%. This kind of fundraising pace is quite rare in the AI sector, indicating that the market’s confidence in its growth potential is extremely high. While the current plan is still in preliminary discussions, they have already begun reaching out to new investors. The valuation ceiling in the AI space—looks like it’s far from being reached. #AI #DeepSeek
Insider: DeepSeek plans to kick off a new round of funding at a valuation of about $71 billion 🔥

According to a report by The Financial Times, DeepSeek completed its first round of funding in June (valued at more than $50 billion). Now, just one month later, a new round of funding is already in the works—its valuation has surged to $71 billion, an increase of over 40%.

This kind of fundraising pace is quite rare in the AI sector, indicating that the market’s confidence in its growth potential is extremely high. While the current plan is still in preliminary discussions, they have already begun reaching out to new investors.

The valuation ceiling in the AI space—looks like it’s far from being reached.

#AI #DeepSeek
See translation
$DEEP VALUATION HITS 351 BILLION YUAN – NEXT FUNDING ROUND IN PLAY 🔥 The latest disclosure shows DeepSeek's post-money valuation surged to 351 billion yuan, and sources confirm preparations for a second round are already underway. That kind of capital injection signals serious institutional conviction. This is the kind of momentum that catches the attention of deep-pocketed players looking to get in early. The fact they're even considering a listing on the Science and Technology Innovation Board by year-end adds another layer of narrative fuel. Do you see this as a catalyst for the broader AI narrative or just a headline? Not financial advice. Always manage your risk. #DeepSeek #AI #Valuation #CryptoNews #Funding 🔥
$DEEP VALUATION HITS 351 BILLION YUAN – NEXT FUNDING ROUND IN PLAY 🔥

The latest disclosure shows DeepSeek's post-money valuation surged to 351 billion yuan, and sources confirm preparations for a second round are already underway. That kind of capital injection signals serious institutional conviction.

This is the kind of momentum that catches the attention of deep-pocketed players looking to get in early. The fact they're even considering a listing on the Science and Technology Innovation Board by year-end adds another layer of narrative fuel.

Do you see this as a catalyst for the broader AI narrative or just a headline?

Not financial advice. Always manage your risk.

#DeepSeek #AI #Valuation #CryptoNews #Funding

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