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Sriram Krishnan reveals why it's easier to defend American code with a Chinese model than an American one right now: "I don't think it is great that the leading open weight models or open source models are not American. There's some great innovation happening with Moonshot and with DeepSeek...

60,232 Aufrufe • vor 3 Tagen •via X (Twitter)

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David Sacks says companies are trapped paying OpenAI & Anthropic because they can't figure out how to use open source models "I think enterprise CTOs would like to shift their token consumption to cheaper models for the obvious reason that it would be more efficient. They are seeing compute costs or token costs skyrocket right now, so everyone's trying to figure this out." "You also have the AI sovereignty issue that Alex Karp talked about. They're worried about giving up the secret sauce or the alpha in their business to a frontier lab that may one day be competing with them. "The problem is, I think in most cases, they don't have the technical ability to do it. Coinbase figured out how to do it. DoorDash figured out how to do it. They built a token routing system that allows them to send frontier tasks to frontier models and non frontier tasks to more mundane models. But I don't think your average enterprise has the technical capability to do that." "This is why the share of wallet of closed models, it actually increased. I think that open source went from 19% last year to 11% this year. So open source as a share of enterprise spending is actually decreasing." "I don't think that means usage is decreasing. I think usage is skyrocketing. It also may be the case that because the whole point of using an open model is you just pay for the compute costs, you don't have to pay a lab, so it may be that it's hard to measure that usage in terms of spend." "But nonetheless, anyone who's saying that these closed models are going to lose or are somehow losing, you're just not seeing it in the data."

dnap

110,207 Aufrufe • vor 12 Tagen

Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen: First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. Dwarkesh: With that, could they eventually train a model like Mythos? Yes. But the question is, because we have more FLOPs, American labs are able to get to this level of capabilities first. Furthermore, even if they trained a model like this, the ability to deploy it at scale matters. If you had a cyber hacker, it's much more dangerous if they have a million of them versus a thousand of them. Jensen: Your premise is just wrong. The fact of the matter is their AI development is going just fine. The best AI researchers in the world, because they are limited in compute, also come up with extremely smart algorithms. DeepSeek is not an inconsequential advance. The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation. Dwarkesh: Currently, you can have a model like DeepSeek that can run on any accelerator if it's open source. Why would that stop being the case in the future? Jensen: Suppose it optimizes for Huawei. Suppose it optimizes for their architecture. It would put others at a disadvantage. As AI diffuses out into the rest of the world, their standards and their tech stack will become superior to ours because their models are open. Dwarkesh: Tesla sold extremely good electric vehicles to China for a long time. iPhones are sold in China. They didn't cause some lock-in. China will still make their version of EVs, and they're dominating, or smartphones, they're dominating. Jensen: We are not a car. The fact that I can buy this car brand one day and use another car brand another day is easy. Computing is not like that. There's a reason why x86 still exists. There's a reason why Arm is so sticky. These ecosystems are hard to replace. Dwarkesh: It's just hard to imagine that there's a long-term lock-in to the Chinese ecosystem, even if they have this slightly better open-source model for a while. American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips. Jensen: China is the largest contributor to open source software in the world. China's the largest contributor to open models in the world. Today it's built on the American tech stack, Nvidia’s. Fact. All five layers of the tech stack for AI are important. The United States ought to go win all five of them. in a few years time, I'm making you the prediction that when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—on that day, I will tell you exactly about today's conversation, about how your policy ... caused the United States to concede the second largest market in the world for no good reason at all.

Dwarkesh Patel

1,251,510 Aufrufe • vor 3 Monaten

Jack Dorsey says the real danger isn't open source AI, it's five CEOS deciding what the world is allowed to build with AI. "These AI companies are building platforms and they're all incentivized around their own particular models. You have to ask them for permission, you have rate limits, and you have all these things. Even what the models spit back are constrained." "What are the technologies where you don't need permission from a company, from a CEO, to work on what you want, to build what you want, to build a business around that? Those are the things that are durable. That's why these open protocols are significant and important." "It limits the potential of really great ideas bringing humanity forward because it's a decision of a group of CEOs that think they know best. They may know best for their company, but they don't know the best for the creativity of the world and what people actually want to do with it." "Fortunately, there's a great movement in open source AI, and DeepSeek was an important moment in this space for exactly that reason to show a different path and to provide something that is not only competitive but better than the models that the corporations are putting out there." "We should not be reliant upon five companies telling us that they know best, and there should not be open source because it's dangerous. No, we should have these things in the open and race towards solutions that stay ahead of all the dangers." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:

Uncover AI

36,393 Aufrufe • vor 11 Tagen

China just released an open source AI model that matches the best closed models from OpenAI and Anthropic. Gavin Baker explained exactly how they did it and the answer should concern every American AI lab. The model is called GLM 5.2. It was built by Z. AI. You get 744 billion parameters, 1 million token context window and its MIT license, meaning anyone can download it, fork it, build a company on it, with no restrictions and no Dario. It scored 51 points on the artificial analysis intelligence index. The highest score any open weight model has ever achieved. It beat GPT 5.5 on the frontier software engineering benchmark. It trails Claude Opus 4.8 by less than one percentage point. And it costs 85% less to run than GPT 5.5 for comparable performance. Gavin Baker said on the All-In podcast that this model has challenged some of his beliefs. Then he explained how China built it. The method is called distillation. Just think of tens of thousands of phones and computers running simultaneously, all hitting the frontier model APIs through masked accounts, asking specific questions, and harvesting what happens inside the model when it answers. Every reasoning step, every token. The entire thinking process gets recorded and fed back into the Chinese model during training. It is a cheat sheet. It is the answer key to the exam. And here is the part that should worry everyone. Sacks said it plainly. China was already nine months behind American models. But now that GLM 5.2 is good enough to run its own reinforcement learning, it can improve itself without needing to distill from American models anymore. The cheat sheet let them get close enough to start writing their own answers. Sacks said we are six months behind on the model and 24 months behind on silicon and they are only a few months behind in total. The Z. AI founder told Elon Musk directly that open weight fable-level capability will be here before Q1 2027. Every restriction Anthropic lobbied for, every self-imposed safety guardrail, every month of delay in releasing American frontier models accelerated this. The Chinese labs were not under those restrictions. They were not going to wait. The composable model future Gavin described, where every enterprise runs a frontier model alongside their own fine-tuned open weight model, is coming regardless of what American labs do next. The question is just whether the open weight half of that stack is American or Chinese. Right now it is Chinese. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

86,163 Aufrufe • vor 26 Tagen

Sora animates with this wonderful wonky, sketchy dreamlike quality that perfectly captures the nostalgic atmosphere of a hazy 90's suburban summer afternoon. While Seedance is just as sophisticated and in some aspects superior, I will miss the quality of Sora. Sora feels like 35mm film, with the nuanced way it captures lighting, color, and perspective, while Seedance feels digital - a bit too clean. I am confident that I can replicate this sketchy quality in Seedance by tweaking my prompts, but Sora has a unique way of animating that really should be preserved. There are many more bugs and mistakes with Sora, but when it gets it right, it REALLY hits a level of artful magic that sets it above all other models. I am shocked that I still appear to be the only person who is creating AI-Generated 2D animation with original characters while developing a unique Western style. Practically no one is doing 2D AI-animation at all, and when they do, it is usually an attempt to mimic an Anime style. 2D really should be attempted more by AI Filmmakers!! Especially with a Western model like Sora, before it is terminated in the fall. Really, everyone should be taking advantage of the way this model so skillfully animates, with the heart and soul of a seasoned professional. I personally feel AI-generated animation is superior to 3D/realistic AI filmmaking. While AI-generated realism is an attempt to mimic real life through a lens, 2D animation IS what it is - not a replica of anything, just a cartoon. I love all my AI filmmaker bros and all of the cutting edge work going on, but I urge all of you to give 2D animation a chance. : ) I'm still not giving up hope that we can save Sora somehow. Now that I see that Seedance is able to animate 2D brilliantly and beautifully, I know that it's not some hidden secret, and we can replicate the weights and maths of Sora. If we can't preserve Sora, we can make a comparable model. It's not just in the interest of AI-Animators like me to preserve this model, but in the interest of the entire American AI community if they want Western AI to be superior. If not, Chinese video models will dominate. And while I am perfectly happy to use a Chinese model and I am just eternally grateful that this technology exists at all, I would love to see American audiovisual models continue to be developed! #AIAnimation #AIFilmmaking #AIArt #SaveSora #SummerofSora #WillStancilShow Elon Musk Marc Andreessen 🇺🇸 Sora Bill Peebles NVIDIA Sam Altman

Emily Youcis

18,940 Aufrufe • vor 2 Monaten