Miscellaneous News
- Thread starter bd popeye
- Start date
Why are the white American supremacist and muh innovation champs worried when they can simply replace the unthinking and copy paste Chyna with the true geniuses of our time: the Indians!!
Huggingface is now in process of replicating Deepseek R1
Deepseek saved open source AI. The genie is out of bottle now. When everyone has free access to SOTA AI, then US has no moat....
Hardware is now the remaining bottleneck rate limiter (GPUs, EUV, etc)
In a few years Huawei will be competing with Nvidia and its truly game over.
Deepseek saved open source AI. The genie is out of bottle now. When everyone has free access to SOTA AI, then US has no moat....
Hardware is now the remaining bottleneck rate limiter (GPUs, EUV, etc)
In a few years Huawei will be competing with Nvidia and its truly game over.
Saying the quiet part loud. How long does NATO has left after this?.
Maybe Denmark should get some J-35's instead.
Maybe Denmark should get some J-35's instead.
Colour revolution in full swing in Serbia. Dunno if Vuvic can make it out this time.
This is the beginning of the end of the West, and their plutocratic regimes only (to reply to this stupid Tweet).
Domestic Serbian traitors are mad because Trump at least couldn't care less about those small-time agents/NGOs globally.
Will probably totally forget about them and cut support, so they are inciting protests literally for NOTHING.
As these protests are fake, propelled artificially by the final last spasms before dying of these leeches.
They are lying openly and blatantly because protests against Milosevic were around x20 larger objectively (1 million people during peak, this is a few tens of thousands max).
And at that time Serbia was bombed to hell, whereas today it rises in industry in general, infrastructure in general, manufacturing, construction, etc. So, it's logical why there were so many more protesters then than there are now - people are much more content now.
There is no way they will be able to overthrow Vucic, he faced much larger protests at the beginning of his reign many years ago and survived easily (hundreds of thousands).
Vucic mastered the art of psychological manipulation to stay in power (since he couldn't use hard power to consolidate due to the West).
He beat the West at their own game, his propaganda is world-class, he owns all media, speaks the right way, etc.
Not to mention that he has real results to back him, real wages rising, jobs, FDI, exports, military, geopolitically, etc.
24 hours... the period of inbetween time the F35 needs new activation codes
The fore runners on the LLM front are now Open AI (Microsoft), Google, Meta, Deep Seek, Anthropic (Amazon), Alibaba, and Byte Dance.
There's not enough market for all of these companies. The Western companies are mainly held up by scatter shot investment, where investors are hedging their bets by throwing money at all of them - similar to what they were doing during the internet bubble and bit coin bubble - so that they don't miss out on the winner. Open AI is currently the government favorite (Sam in the White House etc.), but Google probably has better long term fundamentals. There's also Musk's x AI, which could get a boost from Musk being in the government, but they've yet to show they're at the frontier.
If I had to bet, I would say that Google is most likely the eventual winner in the West, though Open AI is a close contender. The main reason I favor Google is because, despite both companies having great research teams, Google has the benefit of dominating search despite Microsoft's best attempts, and having that reliable, synergistic revenue stream outside of just selling chat bots makes their project much more sustainable. Nonetheless, Microsoft may come to dominate the LLM coding space, simply because they have existing leverage there with Visual Studio and GitHub. I don't much like Meta and Anthropic's chances - the chat bot business model sucks.
The situation is different in China. There is no "Chinese Google" because, we should be honest, Baidu sucks. The chances of them winning the LLM race are slim, despite the search advantage; and in any case, being the leading search engine in China is not the same, because the Chinese internet is fundamentally different from the English internet in that the former is much more diffused between various media formats, while the latter is arguably still concentrated in the text-based World Wide Web.
Productivity enhancement is going to be much more important, as such, in the Chinese market. Companies will favor the model that give them the most bang for the buck. LLM companies are currently competing on price, and in that domain, companies that have deep pockets and which can sustain low or even negative margins for a long time, has the advantage. Deep Seek has the benefit of being backed by their own hedge fund, but Byte Dance and Alibaba both also have their own revenue streams outside of AI. The question in this scenario is more around integrations - who will be able to capture the most third party partners and build the best ecosystem? So far it's not clear, but I think we will get much better clarity in 2025, specifically through answering questions like: 1) is Deep Seek going to beat the rest to o3, 2) will the next Qwen release be successful or a bust, and 3) how fast can Byte Dance leverage multi-modal capabilities and stand out from the rest?
2025 will prove to be an exciting year, and I hold onto my previous argument, which is that China doesn't have to win the AI race, it just needs to not lose it. Being a fast follower is fine - and more profitable - as long as you're close enough.
here is the problem though. Even if Deepseek's total costs in RMB were converted to USD, they'd still have only spent around $50 million USD for a top tier model instead of $10 billion. So instead of a 2000x cheaper AI it is merely 200x cheaper.
This isn't like EV where it's like a 50% advantage.