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This new deepseek model is huge news.

About 18 months ago, before I'd even bothered to play with these LLMs, my take on this new AI LLM wave was that, unlike e.g. money technologies, open source's success is absolutely inevitable in this field. This tech is not very sticky. I can switch from ClosedAI to Llama to deepseek any time I like. Rent seeking with these algos is incredibly fragile.

I had absolutely no idea though, that this would be led by first facebook, and then Chinese companies controlled by the CCP 🤯

Pretty huge detail that counters 'open source eats the world' narratives: the *hardware* is limited, expensive and hugely specialized.

Peter Todd 11mo ago

Good chance that the CCP is spending government funds subsidizing deepseek to kill off US AI companies.

Open source is _why_ this is plausible. Open source has always required a ton of investment. Machines building LLM models isn't _that_ different than the usual armies of paid programmers writing OSS code.

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Discussion

Peter Alexander 11mo ago

Without question.

Additionally, it was no coincidence that all of this development out of #China came the very week “Stargate” was announced.

That was the “tell” of Chinas intentions. And the level of geopolitical trolling … you just have to respect it.