what a great interview, dialectical materialism seems very present in the views of Liang Wenfeng, these 2 quotes highlight this.
Liang Wenfeng: Secrets don’t exist, but replication takes time and cost. NVIDIA GPUs have no hidden magic—yet catching up requires rebuilding teams and chasing their next-gen tech. That’s the real moat.
Liang Wenfeng: V2 was built entirely by domestic talent. The global top 50 might not be in China today, but we aim to cultivate our own.