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Notes on DeepSeek

https://twitter.com/NikoMcCarty/status/2064686557400100884
43•vinhnx•1h ago

Comments

cmrdporcupine•54m ago
https://xcancel.com/NikoMcCarty/status/2064686557400100884
cmrdporcupine•53m ago
"As a whole, China seems to treat AI as just another technology, rather than as some kind of singularity moment."

This is a refreshing perspective.

flawn•38m ago
The CCP knows, whatever the heck this technology will bring with itself, the current power dynamic inside of the country is on their side, and AI will solidify it.

I hypothesize that, rather than slowly having it disperse in society and allow people to harness it in ways they don't want, they might as well accelerate everything until AI becomes the totalitarian swiss knife - which they can make use of in the best way of course.

Let's see what will happen.

cmrdporcupine•32m ago
I don't really see how open weights models further what you're talking about.

It's trivial for me to download one of their models and run it on my Spark, and there's all sorts of ways to strip out their Tiananmen-denialism or whatever.

If/when the memory price crunch dissipates, even more so. And so far it's only China I see as making moves to increase production capacity on memory, too.

If anything the centralization of capital into US-based Anthropic and OpenAI is far more terrifying from the perspective you're outlining.

infecto•11m ago
China is probably more capitalist in many respects than the west these days. AI, robotics and automation is a way to push into the future. In the west we have endless researchers stuck in a psychosis that they are talking to a sentient being.
dude250711•52m ago
"Their Head of Infrastructure, in particular, was young; maybe 30 years old and apparently one of the best AI buildout and energy experts in the country"

Expert in buildout or expert in distillation?

seydor•41m ago
What's wrong with distillation? Wasn't GPT a distillation of the world's internet? That's how technology levels proceed, by recursively consuming the previous ones.
boristsr•31m ago
It's absolutely mind boggling to see claims of model distillation being theft, a class of attack, and all sorts of claims all the while Meta is in court for copyright violation, anthropic has had to settle a case with authors. With distillation "attacks" at least they paid API fees.
FergusArgyll•7m ago
There are 2 things worth separating.

1) China distills and is therefore morally bad.

As you rightly point out, that's not a great argument.

2) China distills and is therefore possibly not that competent.

I think that makes sense. If they only catch up to the frontier through distillation then 1) Their model will never be as good as the model they are distilling from. 2) They will never reach the frontier - they need someone else to do it first.

simonw•23m ago
Blaming the head of infrastructure for distillation doesn't make sense to me.
bel8•43m ago
From the notes, they seem humble and empathic.

We're lucky to have China imposing competiton to the western AI megacorps.

If it wasn't for China, I would probably have to spend $100/mo on AI instead of $10 like I do currently while using DeepSeek and MiMo (opencode Go plan).

And while I could do so comfortably, I feel for those who can't. It must feel incredibly isolating to only watch others have access to expensive models to leverage their careers.

I hope SoTA AI becomes an universal right because it will contribute to too much income disparity otherwise.

cmrdporcupine•31m ago
Yep. After yesterday's moves around "Fable 5" even twice as much.

We've had a taste, and damned if I'm going to have the "means of production" snatched from me already?

Qhemlomo•29m ago
I see this problem already for me.

I have unlimited tokens at work than i go home what do i do? Spend 200$ per month? No def not.

When Anthropic increased the limits for their 20$ plan, i started again coding with it on a private project and it was fun and i did a lot in that 4 weeks.

seydor•43m ago
US AI is almost a religious cult. It's devastating that they are treating it as a petty commodity
windexh8er•13m ago
I would argue the US has gone full tilt into sales culture with respect to AI. Anything is said on a whim to redirect attention back from whomever is in the limelight. Initially I thought Anthropic was more pragmatic, but the constant release cycles of things that don't exist for most people, the gatekeeping, the statements made by Dario, it's all a part of large brand toxic sales and marketing.

From the notes this part sat with me as the real difference:

> As a whole, China seems to treat AI as just another technology, rather than as some kind of singularity moment. National attention is still on basic needs and infrastructure buildouts, and on providing more medicines for people. The “dreams of singularity" seem like a luxury or distant consideration.

Meanwhile... In the fantasy land over here in the US we're constantly being told that it's "coming", "almost here", "too powerful for us to give you access to", "of national security importance!".

And while there may be trace amounts of truth in those overzealous statements we haven't seen a significant improvement in much outside of software development comparative to the spend and environmental impact.

gbraad•31m ago
Not sure what I read, but sounded like a lunch meeting description; felt void of actual information, with the restaurant replaced by the office. I am in China and can tell it is either Kimi, DeepSeek or Claude (proxied or actually deepseek/fake). The bigger push for the general public died down a lot since last year; kids were pushed to use AI for homework, now it is disallowed and frowned upon. In short mixed messaging.
adampunk•10m ago
It’s a puff piece written by someone who didn’t know (or didn’t care) they were being managed.
ReptileMan•18m ago
Both. Both are good. Anyway this shows how full of shit Anthropic are - if Mythos was so advanced as they claim - distillation attacks just wouldn't work.

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