This Deepseek thing is bigger than DeepSeek. US can try and ban DeepSeek but the model weights are already out in the wild under free MIT license plus Deepseek published the papers that allow anyone to use the recipe to duplicate /replicate and get close to SOTA with minimal effort... which huggingface and many others are already doing... so US would have to ban ALL open source, or move the goalpost to controlling GPU instead, which it already did with the AI Diffusion Export Controls in the last days of Biden.
Its about AI diffusion and the proliferation of local and open source /open weight AI winning against closed source gated (StarGate) AI where everyone in the world has to pay for StarLink and a $200/$2000 perptual license fee to US via External Revenue Tax....
As long as open source can keep bridging the gap (less than 6 months apart) from SOTA closed source, then US plan for its AI as the new hegemony wont be viable....
Until a few weeks ago I was wondering why China hasnt used its main rugpull yet, now I know why. It doesnt need to play that card yet
Its not if but when China catches up in EUV and GPU/AI chip production. As DeepSeek.proven already, Nvidia doesnt have moat because Cuda doesnt have moat and ASML is rapidly losing its own moat....
Getting to ASI first was Americas final hail mary to turn the tide, arrest its declining hegemony and wrestle away China's impeding global supremacy.... but it has to get to ASI fast enough and maintain a lead time gap wide enough....
but Now Im not even sure it will be the US that gets to ASI first, nevermind whether or not it maintains a sufficent lead while doing so....
Its about AI diffusion and the proliferation of local and open source /open weight AI winning against closed source gated (StarGate) AI where everyone in the world has to pay for StarLink and a $200/$2000 perptual license fee to US via External Revenue Tax....
As long as open source can keep bridging the gap (less than 6 months apart) from SOTA closed source, then US plan for its AI as the new hegemony wont be viable....
Until a few weeks ago I was wondering why China hasnt used its main rugpull yet, now I know why. It doesnt need to play that card yet
Its not if but when China catches up in EUV and GPU/AI chip production. As DeepSeek.proven already, Nvidia doesnt have moat because Cuda doesnt have moat and ASML is rapidly losing its own moat....
Getting to ASI first was Americas final hail mary to turn the tide, arrest its declining hegemony and wrestle away China's impeding global supremacy.... but it has to get to ASI fast enough and maintain a lead time gap wide enough....
but Now Im not even sure it will be the US that gets to ASI first, nevermind whether or not it maintains a sufficent lead while doing so....