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by defgeneric 6 days ago
This is where we need the hardware companies and neoclouds to start speaking up. The labs want to elevate matters from the level of civil society (basically, competing firms) to the State (enclosure), and as always, in the name of security. But other actors in the same ecosystem have strictly opposed interests here, and are equally if not more credible as far as the State is concerned. If players like Nebius, Baseten, Fireworks, etc. among many others including obviously Nvidia, Dell, AMD, and so on don't get ahead of this they will be sacrificing trillions.
2 comments

Why are you expect companies that have been profiting off of LLM insanity to do the right thing if not legally compelled to?
Exactly, it's about taking this stuff off the open market where anyone can judge it and there's competition, into government contracts where competence to judge the offer is scarce or absent, and they can ask much higher prices. And with this much investment at stake, any lie that sells the narrative will serve.
Yes, and given the nature of the current administration, whose actors are not inclined to see themselves as independent competing capitals among others, but rather as privileged capitals, and therefore more inclined to move towards taking an interest in the process of enclosure, ensuring it includes them, the hope seems to lie with companies at the hardware layer who have an interest in seeing the diffusion of intelligence play out freely at all levels of society.

The labs have to be told NO--the problem they're dealing with, that model outputs give the game away, and that in turn the distiller becomes the distilled, is a fundamental problem they have to figure out how to deal with without going to the State.