How do the valuations of foundation model companies compete with them being firmly open sourced by Facebook and DeepSeek? It seems likely that building these models will not produce hundreds of billions in value given China and Facebook are giving them away largely for free.
DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
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Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#62Earlier quoted context omitted.
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I don't really understand this. Why should I be more concerned about the propaganda some country on the other side of the world is spreading than the propaganda my own government is spreading? Why should me or anyone else in the cross hairs of the federal government rn care?
I don't buy the propaganda angle, but why bother hacking when companies will happily upload their sensitive data to you.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#63I really admire their mindset of striving for the betterment of humanity. There was a time when OpenAI, Anthropic, and even Musk used to talk with that same lofty vision. But now, they've all shifted to competing for national interests instead, which is honestly quite disappointing.
We are making the world a better place more than our competitors
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#64> Starting next week, we'll open-source 5 repos – one daily drop Probably counts as announcement of announcement? Let’s wait for the actual repo drops before discussing them, especially because there are no details about what will be open sourced other than > These are humble building blocks of our online service: documented, deployed and battle-tested in production.
On a completely innocuous side note, I kind of like to see the ´drop´ language used by electronic dance music and hip hop producers used in software.
Honestly I think this is drop as in drop shipping.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#65Earlier quoted context omitted.
From what I know, DeepSeek is a small company that made a lot of money from other businesses, which makes their lack of focus on commercial interests feel more genuine. Plus, even back when they were relatively unknown, they had a habit of donating over $100 million annually to charitable causes. That makes their claim of striving for humanity a lot more believable.
> DeepSeek is a small company that made a lot of money from other businesses, which makes their lack of focus on commercial interests feel more genuine. Google also made a lot of money from other businesses that aren't AI models, until they started selling AI models, just as DeepSeek now does. The reality is that DeepSeek is a full company, that was funded as a spin-off from the original business (a hedge fund that u…
But the fact that they were donating huge sums every year even when they were still unknown really says something. If they were purely profit-driven, there’s no way the shareholders would have allowed that.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#66Kinda interesting to see where the moat is in AI space. Good base models can always distilled when you have access to API. System prompts can get leaked, and UI tricks can be copied. In the end, the moat might be in the hardware and vertical integration.
Why do we need a moat?
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#67[flagged]
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#68“Pure garage-energy” is a great phrase. Most interested to see their inference stack, hope that’s one of the 5. I think most people are running R1 on a single H200 node but Deepseek had much lower RAM per GPU for their inference and so had some cluster based MoE deployment.
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You do realize that... it's literally their entire company right? It's pretty damn cool that they're including everyone.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#69Earlier quoted context omitted.
I don't really understand this. Why should I be more concerned about the propaganda some country on the other side of the world is spreading than the propaganda my own government is spreading? Why should me or anyone else in the cross hairs of the federal government rn care?
I don't buy the propaganda angle, but why bother hacking when companies will happily upload their sensitive data to you.
But they've given enough for you to cut their servers entirely out of the loop...
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#70I really admire their mindset of striving for the betterment of humanity. There was a time when OpenAI, Anthropic, and even Musk used to talk with that same lofty vision. But now, they've all shifted to competing for national interests instead, which is honestly quite disappointing.
Well, it’s a highly effective PR tactic that works well for the small fish. You say your competition is too selfish and you just want to help people and it creates a bunch of goodwill you can use to grow. Once you grow, your view on things changes, and you’re able to be more selfish. It’s not guaranteed things will go that way, but it’s certainly true that this is a good PR tactic for new entrants in to a crowded fie…
my intuition suggests that because they are not the leaders, they will not stay in news for long.
This way you stay on mouth of people for longer period and by publishing code you hurt established giants by allowing much smaller players to compete.