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Sources: DeepSeek is in talks to raise $3B to $4B led by China's national AI fund, valuing DeepSeek at up to $50B

Chinese AI startup DeepSeek could be valued at up to $50 billion in its maiden fundraising drive, three sources said, as the large language model builder seeks to reverse …

Reuters

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]
  • @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…
  • @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
    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]
  • @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/...
  • @afrazhaowang Afra Wang on x
    deepseek's latest valuation is ~$40b+, and for context: zhipu at $50b, minimax at $30b. meanwhile, openai at $850b, anthropic at a wild $1t. because of capital market disadvantages, chinese ai labs are trading at a fraction of us ai companies. almost 30-50x cheaper..
  • @afinetheorem Kevin A. Bryan on x
    Caveat: the Chinese firms are raising at like 3x the value to revenue as the US ones. Maybe makes sense but the OS business model is much less clear than for Ali or Huawei or Baidu, so some of these valuations are “govt linked investors maximizing something else than profits.”
  • @kyleichan Kyle Chan on x
    DeepSeek founder Liang Wenfeng might be personally worth over $40 billion, which would make him one of the 10 richest people in China (if these estimates are correct).
  • @kyleichan Kyle Chan on x
    China's state-backed national investment fund for semiconductors (Big Fund phase III) is in talks to invest in DeepSeek at $45 billion valuation. Would likely be via the $8.8 billion National AI Industry Investment Fund established early last year.👇
  • @basedjensen @basedjensen on x
    Whale with billions to spend is going to be a serious threat to other labs
  • @ruima Rui Ma on x
    This makes sense. Takes care of valuation signaling, capital injection and natsec all at once and also with DeepSeek V4 optimization for Huawei chips, it is as much a semiconductor play / disruption as it is a model one 👀 But do you think it's fairly valued?