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DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
111–120 of 268 posts
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#112How 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.
Postgres and MySql are free but hasn't stopped Oracle from making tens of billions each year in database subscriptions.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#113Earlier quoted context omitted.
I agree with your sentiment, but there’s no harm in being aware that the rhetoric is just PR spin for the strategy the execs think will be the most profitable.
At least they are not founded as non-profit with some "greater good" mission or "safety" BS.
Yeah, that would be too blatant. :)
Can't fool me twice. Not yet, wait a couple of years.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#114I 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.
OpenAI is the biggest irony, it's not even bothered with national interests, it's on a pure profit maximising goal without regard to anything else.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#115Kinda 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.
> Good base models can always distilled when you have access to API. What does that mean?
You can use the outputs of a closed source model (or deepseek -> llama. see llama 70b deepseek distilled) to create a synthetic training data set which lets you fine tune (distill) most of the benefits of the "smarter" model in to a "dumber" model. This is why openAi does not show the actual full chain of thought but a summarized version. To stop exfiltration of their IP which has proven immensely difficult.*
*disclaimer; i am an expert of nothing
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#116Earlier 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.
You know DeepSeek is open source and can be self-hosted, right?
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#117Earlier 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.
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It’s an interesting reformulation of Catholic “original sin”.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#118I 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.
And before you get carried away, let's wait and see. A chinese company making claims of just open source is hard to buy, specially in era of making fake promises in the beginning.
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#119Earlier quoted context omitted.
From https://semianalysis.com/2025/01/31/deepseek-debates/ > We believe DeepSeek has access to around 10,000 of these H800s and about 10,000 H100s. Furthermore they have orders for many more H20’s, with Nvidia having produced over 1 million of the China specific GPU in the last 9 months.
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Appeals to authority are so totally unconvincing.
What claims from the semianalysis article do you think are false? And based on what evidence?
Re: DeepSeek Open Infra: Open-Sourcing 5 AI Repos in 5 Days
#120Earlier quoted context omitted.
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.
I agree with your sentiment, but there’s no harm in being aware that the rhetoric is just PR spin for the strategy the execs think will be the most profitable.
I wouldn’t go so far as to try to presume the state of mind of the execs. Maybe they really believe what they’re saying. But it’s also true that it benefits them to say it and my argument is simply that we should be mindful of that.