QwQ: Alibaba's O1-like reasoning LLM
21–30 of 435 posts
Re: QwQ: Alibaba's O1-like reasoning LLM
#22Re: QwQ: Alibaba's O1-like reasoning LLM
#23Re: QwQ: Alibaba's O1-like reasoning LLM
#24Earlier quoted context omitted.
> everyone Let's not disrespect the team working on Qwen, these folks have shown that they are able to ship models that are better than everybody else's in the open weight category. But fundamentally yes, OpenAI has no other moat than the ChatGPT trademark at this point.
They have the moat of being able to raise large funding rounds than everybody else: Access to capital.
If you don't manage to create a technological gap when you are better funded than your competitors then your attractivity will start being questioned. They have dilapidated their “best team” asset with internal drama, and now that they see their technological advance being demolished by competitors, I'm not too convinced in their prospect for a new funding round unless they show that they can make money out of the consumer market which is where their branding is an unmatched asset (in which case it's not even clear that investing in being the state of the art model is a good business decision).
Re: QwQ: Alibaba's O1-like reasoning LLM
#25Re: QwQ: Alibaba's O1-like reasoning LLM
#26Earlier quoted context omitted.
> everyone Let's not disrespect the team working on Qwen, these folks have shown that they are able to ship models that are better than everybody else's in the open weight category. But fundamentally yes, OpenAI has no other moat than the ChatGPT trademark at this point.
They have the moat of being able to raise large funding rounds than everybody else: Access to capital.
Re: QwQ: Alibaba's O1-like reasoning LLM
#27Does anyone know what GPUs the Qwen team has access to to be able to train these models? They can't be Nvidia right?
https://www.tomshardware.com/news/nvidia-reportedly-creating...
Those cards ship with 24GB of VRAM but supposedly there's companies doing PCB rework to upgrade them to 48GB:
https://videocardz.com/newz/nvidia-geforce-rtx-4090d-with-48...
Assuming the regular SKUs aren't making it into China anyway through back channels...
Re: QwQ: Alibaba's O1-like reasoning LLM
#28Does anyone know what GPUs the Qwen team has access to to be able to train these models? They can't be Nvidia right?
Nvidia still sells GPUs to China, they made special SKUs specifically to slip under the spec limits imposed by the sanctions: https://www.tomshardware.com/news/nvidia-reportedly-creating... Those cards ship with 24GB of VRAM but supposedly there's companies doing PCB rework to upgrade them to 48GB: https://videocardz.com/newz/nvidia-geforce-rtx-4090d-with-48... Assuming the regular SKUs aren't making it into China an…
Re: QwQ: Alibaba's O1-like reasoning LLM
#29Does anyone know what GPUs the Qwen team has access to to be able to train these models? They can't be Nvidia right?
Nvidia still sells GPUs to China, they made special SKUs specifically to slip under the spec limits imposed by the sanctions: https://www.tomshardware.com/news/nvidia-reportedly-creating... Those cards ship with 24GB of VRAM but supposedly there's companies doing PCB rework to upgrade them to 48GB: https://videocardz.com/newz/nvidia-geforce-rtx-4090d-with-48... Assuming the regular SKUs aren't making it into China an…
Re: QwQ: Alibaba's O1-like reasoning LLM
#30Earlier quoted context omitted.
Nvidia still sells GPUs to China, they made special SKUs specifically to slip under the spec limits imposed by the sanctions: https://www.tomshardware.com/news/nvidia-reportedly-creating... Those cards ship with 24GB of VRAM but supposedly there's companies doing PCB rework to upgrade them to 48GB: https://videocardz.com/newz/nvidia-geforce-rtx-4090d-with-48... Assuming the regular SKUs aren't making it into China an…
A company of Alibaba's scale probably isn't going to risk evading US sanctions. Even more so considering they are listed in the NYSE.