[bitmasher9]

The reason why some Capital Interests want to blacklist DeepSeek in the US is so that you are forced to buy Claude/GPT/Gemini, which will feed revenue into an industry that requires revenue (or it’s a big problem).

The reason why some Capital Interests don’t want to ban DeepSeek is so companies that utilize AI have more options, and running your own DeepSeek cluster acts as an independent cost comparison for enterprise inference contracts.

The raising AI valuation is giving more weight to those that want to blacklist DeepSeek. The AI Safety narrative is strong. I see a path where any institution with enough compute might be watched in a similar was chem labs are observed by the DEA.

[bijowo1676]

if you look at share of industry profits, currently most of AI profits are captured by NVIDIA and cloud providers

banning deepseek/open weight models will allow Ant/OAI jack up prices and extract more profits for themselves

keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers

[lelanthran]

> keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers

With the Chinese manufacturing capacity, how long do you think this will remain true for? You can't spin up a fab in a year, that's true, but you can in five years, at which point all the protectionism in the world isn't going to help.

[bijowo1676]

DeepSeek et al has contributed tremendously, not only by sharing open weights models, but also genuinely improving the SOTA in inference and training, especially given their compute-constrained situation.

if China starts making cheap GPUs for the entire globe, I will say THANK YOU and will continue my work on AI.

The collaborative nature of open-source (free software) is the ultimate good that benefits entire humanity. I value that more than any other benefit of protecting any company.

How much I care about Nvidia or OpenAI market cap? absolutely zero

How much I care about the poor, but smart and creative people on Earth being able to contribute to the state of the art of AI development? 100% more.

[adamtaylor_13]

> The reason why some Capital Interests want to blacklist DeepSeek in the US is so that you are forced to buy Claude/GPT/Gemini, which will feed revenue into an industry that requires revenue (or it’s a big problem).

It sounds right, but I see zero evidence of this. I think you underestimate how many people in the current administration are True Believers. This does not, to me, seem like anything to do with Big Capital, but rather "America over China".

[8note]

and it would be great to have an independent auditor have access to all the training material and good search tools, so that take down requests can be made by copyright owners