Unverified50% confidenceOpinionExact time
Liang Wenfeng said that Nvidia has no technical secrets, and the real moat is CUDA.
1
Sources
50%
Confidence
Long-term
Relevance
10/23/2026
First Seen
Sources
Liang Wenfeng's Three Big Bets: Why Did DeepSeek Open-Source Its 82% Gross Margin?
bilibili小遥说商业10/23/2026
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