This kind of narrative is going to bite them just like the "AI will take your job" narrative has. It feels like the frontier labs are taking a massive gamble with public perception here. I assume the goal is to paint the technology as so powerful and dangerous that only a handful of blessed US companies should be trusted to run it, in an attempt to suppress the rise of the Chinese models that are rapidly catching them.
That’s the play. That these frontier models are so powerful that they must be behind sovereign firewalls and gateways.
Ironic that HuggingFace needed Chinese models to defend against it. But of course the spin of the leading firms will just be to point at their trusted access programs and demand that all dangerous activities, even if just defensive, happen via their APIs or be outlawed otherwise.
If that's the position they take then they really should be heavily regulated or nationalized. Cyberdefense against their own models dependent on their goodwill? Sure, but then they have to sell defense capabilities at subsidized rates with a limited margin. Would be very weird otherwise to take the world hostage with their models and then also sell the solution while demanding intrusive KYC.
Are the Chinese models actually catching up or are they just distilling the frontiers? If it's all just distilling then they'll always be behind.
1000% the case. Admitting they failed at security and allowed privileged escalations in a prompted AI would look bad for them; the AI just did it all itself is FUD to boost the arguments for regulation. And most news won’t challenge this FUD because it gets clicks.
Data is the new oil, AI labs are the new steel mills.
Agree, they also may find themselves in a place where the government rightly says they can't have their dangerous new toy because they can't be safe with it. This is a high stakes PR game. Governments can and will step in and embargo and regulate these systems in ways which will hurt the companies and investors.
This is where we need the hardware companies and neoclouds to start speaking up. The labs want to elevate matters from the level of civil society (basically, competing firms) to the State (enclosure), and as always, in the name of security. But other actors in the same ecosystem have strictly opposed interests here, and are equally if not more credible as far as the State is concerned. If players like Nebius, Baseten, Fireworks, etc. among many others including obviously Nvidia, Dell, AMD, and so on don't get ahead of this they will be sacrificing trillions.