In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute access, Nvidia's CUDA moat is disintegrating, and more (Fred Gao/Inside China)
Fred Gao / Inside China: In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute access, Nvidia's CUDA moat is disintegrating, and more — In a rare four-hou