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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

#81

Post by dsco »

vineyardmike wrote: post #57
antupis wrote: post #7

Kinda 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.

> the moat might be in the hardware and vertical integration. The moat is the products that can be built. The moat is always the product - because a differentiated product can't be a commodity. And an LLM is not a product. Google and MSFT and Meta have already "won" because they have profitable products they can build LLMs onto. Every other company seems to be burning cash to build a product, and only ChatGPT is gett…

See I kind of buy the database argument but also kind of don't. A database needs an operator whereas a LLM doesn't. You're basically melting the product into a piece of goo and the UI can be approached using natural language.

For products that still need a UI you could claim that LLM operators take over, so that's still a tax you pay to the incumbents as you interact with a product. It's sort of like we take the money which was paid to SQL operators and engineers and instead pay it to the hyperscalers.

Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days

#82

Post by tw1984 »

anticensor wrote: post #73
deyiao wrote: post #65

Earlier quoted context omitted.

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.

[flagged]

still way better than ClosedAI

Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days

#85

Post by tw1984 »

Szpadel wrote: post #70
SequoiaHope wrote: post #27

Earlier quoted context omitted.

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.

They are already the absolute leader in China, which is arguably the largest market for future AI. Liang doesn't have any media exposure because he is an engineer and doesn't want that, if he wants or needs to "stay in news", he can get tons anytime anywhere.

Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days

#86

Post by omnimus »

csomar wrote: post #24

> These are humble building blocks of our online service: documented, deployed and battle-tested in production. No vaporware, just code that moved our tiny moonshot forward. My not-so-innocent guess is that they are looking to crowd-source their online platform (the front-end essentially) in order to reduce costs. Still acceptable though as they made the model open weight and partially re-producible.

Everyone who ever open-sourced anything knows that it just isnt cost cutting. You suddenly get army of people posting issues, opinions and those who try contribute often make more mess than its worth.

Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days

#89

Post by GTP »

anticensor wrote: post #73
deyiao wrote: post #65

Earlier quoted context omitted.

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.

[flagged]

I have a more practical view: there's nothing wrong in making profit, the important thing is that they are also doing some good.

Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days

#90

Post by PeterStuer »

SequoiaHope wrote: post #27
deyiao wrote: post #21

I 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…

Why not for now just applaud them for their actions rather than focus on some potential 3rd order plan?

Who knows what any of then might do in the future? For now I'm cheering for Deepseek, Meta and anyone publishing open models as I strongly believe that the potential "danger" of AI in the hands of everyone is far outstripped by the concrete dangers of AI dictated by a select small group of corps/gov symbionts.

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