Earlier quoted context omitted.
420.ai, 69.ai or 666.ai are much worse.
Shh, Elon might get some ideas...
made me laugh, thinking that next Elon domain would be xxx.xxx to max the X.
Kai Fu Lee's New AI Company: Yi-Open Source
21–30 of 80 posts
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#22Just an FYI,the Yi license is a custom license an is not what I would describe an "open license": https://huggingface.co/01-ai/Yi-34B/blob/main/LICENSE
It's non-commercial only: "If you plan to use the Yi Series Models and Derivatives for Commercial Purposes, you should contact the Licensor in advance" and "Your use of the Yi Series Models must comply with the Laws and Regulations as well as applicable legal requirements of other countries/regions, and respect social ethics and moral standards," which is all fine and good, but as defined in the terms, “Laws and Regulations” refers to the laws and administrative regulations of the mainland of the People's Republic of China.
I tend to refer to this type of license as NC/China and I don't even bother poking around with those. I'll wait for the next Mistral or other Apache 2.0 model to come out.
Note, for coding, DeepSeek Coder 33B is already stronger and released under a less restrictive license.
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#23How can an open source company have a valuation of $1B? How do open source businesses work at all? I sometimes read about companies like these, with huge valuations and then the next day I read about some open source developer asking for donations because their project, which powers half of the internet [1], is not making him enough to pay for food. What makes the difference? Over the years, I wrote some tools for my…
In this case being open source is a nice feature, but not the main one the business is built around. If you have terabytes of data and thousands of GPUs to train on plus the talent to work on it you have a clear advantage over many other possible competitors, even if you give them the source. This is not nearly comparable to building yet another open source todo app or analytics dashboard in JS.
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#24> We predict that AI 2.0 will create a platform opportunity ten times larger than the mobile internet, rewriting all software and user interfaces. I was a bit interested until I read this. If this claim is to be believed, then the company appears to be entirely out of touch with reality, and it makes claims like outperforming llama-70b seem even more incredulous.
Matt Levine once described this very well, although he did it when referring to Adam Neumann and WeWork. I’m paraphrasing, but there are a subset of people who are able to consistently and accurately to great success exploit a bubble in the VC world, by dint of exactly knowing what to say and of being able to get the meeting in the first place.
Lee being able to credibly sell bullshit like the quoted claim is a feature, not a bug. It’s somewhat irrelevant if he actually believes it.
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#25Kai Fu Lee has so many terrible takes. Some things he says are borderline delusional.
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#26Kai Fu Lee has so many terrible takes. Some things he says are borderline delusional.
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Re: Kai Fu Lee's New AI Company: Yi-Open Source
#27Just an FYI,the Yi license is a custom license an is not what I would describe an "open license": https://huggingface.co/01-ai/Yi-34B/blob/main/LICENSE It's non-commercial only: "If you plan to use the Yi Series Models and Derivatives for Commercial Purposes, you should contact the Licensor in advance" and "Your use of the Yi Series Models must comply with the Laws and Regulations as well as applicable legal requirem…
The model card for Yi-34B included benchmark scores in several Chinese-oriented evaluation sets, CMMLU, C-eval and GAOKAO.
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#28How can an open source company have a valuation of $1B? How do open source businesses work at all? I sometimes read about companies like these, with huge valuations and then the next day I read about some open source developer asking for donations because their project, which powers half of the internet [1], is not making him enough to pay for food. What makes the difference? Over the years, I wrote some tools for my…
It is the price equity is being raised at.
OpenAI is at 80B.
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#29> We predict that AI 2.0 will create a platform opportunity ten times larger than the mobile internet, rewriting all software and user interfaces. I was a bit interested until I read this. If this claim is to be believed, then the company appears to be entirely out of touch with reality, and it makes claims like outperforming llama-70b seem even more incredulous.
Matt Levine once described this very well, although he did it when referring to Adam Neumann and WeWork. I’m paraphrasing, but there are a subset of people who are able to consistently and accurately to great success exploit a bubble in the VC world, by dint of exactly knowing what to say and of being able to get the meeting in the first place. Lee being able to credibly sell bullshit like the quoted claim is a featu…
Yep, agreed. Also somehow this AI 2.0 thing he is mentioning reminds me of web 3.0 bs. Baseless and delusional.
Re: Kai Fu Lee's New AI Company: Yi-Open Source
#30I read the first paragraph of a paywalled article that said that the company has a $1B evaluation in less than a year. I have always been a fan - I bought his PhD Thesis to read about 40 years ago. Kai Fu Lee has had an interesting career!
What was his thesis about ?