[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.