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TEXXR

Chronicles

The story behind the story

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Sources: DeepSeek is in talks to raise funds, and the Big Fund, China's biggest state-backed chip fund, is seeking to lead the investment at a ~$45B valuation

Value soars in ongoing fundraising discussions as investors including Tencent seek slice of AI lab

Financial Times

Discussion

  • @drdomicile @drdomicile on x
    id be surprised if tencent ends up investing. presumably theyre “still in talks” because they want to negotiate wenfeng's terms. lets see who budges first
  • @jukan05 Jukan on x
    FT: DeepSeek is in talks for its first fundraising round at a valuation of around $45 billion. FT: China's largest state-backed semiconductor investment fund, which has invested in YMTC and CXMT, is in talks to lead DeepSeek's fundraising round. [image]
  • @zijing_wu Zijing Wu on x
    @jukan05 He currently has 89.5%. Won't be diluted much. See chart in the story. [image]
  • @odysseus0z George on x
    BTW still cheaper than Cursor
  • @teortaxestex @teortaxestex on x
    Reasonable. DeepSeek is, fundamentally, a semiconductor project as well, most just don't see it yet. By the way, CXMT & YMTC were once put on Pentagon's Section 1260H (seem removed now). The problem will be utilizing this capital, because they sure ain't getting any Hoppers.
  • @jukan05 Jukan on x
    @zijing_wu Do you know how much Liang plans to invest? Also, what will happen to Liang's voting rights after this funding round?
  • @zijing_wu Zijing Wu on x
    Scoop: DeepSeek nears $45bn valuation as China's ‘Big Fund’ leads investment talks * Valuation surges vs initial $20+bn * Liang could personally invest * Investors are betting on commercialisation potential ie strong coding despite lack of biz model https://www.ft.com/...
  • @teortaxestex @teortaxestex on x
    Wait, whoa, I didn't know! According to FT, Chen Deli holds ≈2.5% of DeepSeek! I missed it because I've never seen the «Chen Zhe» (陈哲 vs 陈德里) variant. This explains a lot, eg why he gets to vaguepost on XHS about the upcoming roleplay support, and speak for their policy. [image]
  • @hsu_steve Steve Hsu on x
    FT published this ownership diagram for DeepSeek, whose valuation is said to near $50B recent fundraising negotiations. I asked DS v4 who these people are: Based on the ownership structure diagram you shared, the four individuals—Liang Wenfeng, Chen Zhe, Li Huan, and Zheng [image…