alt Hacker NewsThe reason why some Capital Interests want to blacklist DeepSeek in the US is so that you are forced to buy Claude/GPT/Gemini, which will feed revenue into an industry that requires revenue (or it’s a big problem).
The reason why some Capital Interests don’t want to ban DeepSeek is so companies that utilize AI have more options, and running your own DeepSeek cluster acts as an independent cost comparison for enterprise inference contracts.
The raising AI valuation is giving more weight to those that want to blacklist DeepSeek. The AI Safety narrative is strong. I see a path where any institution with enough compute might be watched in a similar was chem labs are observed by the DEA.
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if you look at share of industry profits, currently most of AI profits are captured by NVIDIA and cloud providers
banning deepseek/open weight models will allow Ant/OAI jack up prices and extract more profits for themselves
keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers
and it would be great to have an independent auditor have access to all the training material and good search tools, so that take down requests can be made by copyright owners
> The reason why some Capital Interests want to blacklist DeepSeek in the US is so that you are forced to buy Claude/GPT/Gemini, which will feed revenue into an industry that requires revenue (or it’s a big problem).
It sounds right, but I see zero evidence of this. I think you underestimate how many people in the current administration are True Believers. This does not, to me, seem like anything to do with Big Capital, but rather "America over China".