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tomalaciyesterday at 10:28 AM8 repliesview on HN

Probably because American AI companies are on the hook for quite a lot of investment money. I think they are trying to find the magical moat to justify their valuation.

Revealing optimizations similar to these would pretty much reduce their competitive position.


Replies

lwansbroughyesterday at 10:35 AM

Chinese labs are also still behind, so they’re incentivized to collaborate and have no reason to do it in private.

I suspect their tune will change if they ever take the lead..

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davedxyesterday at 2:28 PM

I don't really see the moat for frontier AI labs being "more efficient models" although that could help their margins - I think moats will be built by expanding the horizontal and vertical market expansion - like Anthropic is doing the most at the moment

janalsncmtoday at 2:24 AM

Chinese labs are also forced to find performance optimizations since they are aren’t allowed to buy the best chips.

cromkayesterday at 10:54 AM

I seriously am far from fear mongering and doomsday mentality, but I just can't see how OpenAI and Anthropic can have a successful IPO if the quality gap between the free and paid continues to narrow like that...

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baxtryesterday at 11:38 AM

Who is financing DeepSeek and what are they expecting in return?

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bluerooibosyesterday at 2:39 PM

> Probably because American AI companies are on the hook for quite a lot of investment money

That's a lot of words to say it's just capitalist greed.

spacebaconyesterday at 11:52 AM

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budsniffer952yesterday at 10:42 AM

Do you think that DeepSeek are building their models for free, or something? They aren't "on the hook" for anything?

What's with all the China glazing about this stuff? They release some open-source work and people act like they are suddenly the beacon of freedom and transparency.

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