The repository was force-pushed so the link doesn't work anymore, but the file is still available at: https://github.com/demo-zexuan/liang-wenfeng-investor-meetin...

Thank you. These documents are a particularly valuable insight into the kind of thinking going on at DeepSeek. The part about how inference should be priced at a level that's enough to return capex in 10 months, but no higher, is really interesting. Liang Wenfeng simply has different motivations than we're used to over here in the West.