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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

#201

Post by esafak »

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…

Oracle is doing great just selling databases. Having your data is a moat.

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

#202

Post by FergusArgyll »

rfoo wrote: post #66
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.

Why do we need a moat?

So a company can make enough money to fund the next breakthrough/training run

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

#203

Post by esafak »

logicchains wrote: post #163
mcslurryhole wrote: post #141

Earlier quoted context omitted.

I cant see a future where AGI exists and money in general isn't worthless within 6 months of it existing. Either it kills us all, or makes the creator so much money that it's essentially worthless because they're the only one with money, or creates a utopia where money isn't needed.

The laws of economics apply just as much to AI as they do to humans, if anything AI is an even better (more rational) homo economicus. Even if AI wiped out all humans, the AIs would still need a monetary system for trading among themselves.

Would they need to trade once they figure out how to generate energy for nearly free and thus obtain anything? Trading is for the resource limited.

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

#204

Post by icepat »

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.

Striving for the betterment of humanity, or striving for their peer technology competitor to have their intellectual property moat atom-bombed? I don't think altruism has any real role in this.

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

#206

Post by skripp »

teekert wrote: post #177
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.

Isn't Musk still on the open side? Isn't that what the whole Musk - Altman conflict is about?

Maybe. We’ll see if he open sources grok 2 or if he just want others to open source their models and weights.

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

#207

Post by esafak »

notum wrote: post #77
nsoonhui wrote: post #55

Earlier quoted context omitted.

>> Amodei's / Hassabis' comments in particular came off as so arrogant and annoying. Exactly which part of their writings comes off as arrogant to you? The only point in Amodei's article[0] that could be remotely be interpreted as arrogant is this: All of this is to say that DeepSeek-V3 is not a unique breakthrough or something that fundamentally changes the economics of LLM’s; it’s an expected point on an ongoing co…

[flagged]

China is the second richest country in the world, and the one with the most computer scientists. Americans sometimes think the rest of the world is far behind but none would compare China to Rwanda in AI.

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

#209

Post by sohzm »

FergusArgyll wrote: post #199
sebzim4500 wrote: post #191

Earlier quoted context omitted.

Doesn't OpenAI have like 400M weekly active users now?

Is that app/website or API or both?

seems like app/website

> chatgpt recently crossed 400M WAU, we feel very fortunate to serve 5% of the world every week, 2M+ business users now use chatgpt at work, and reasoning model API use is up 5x since o3 mini launch

link: https://x.com/bradlightcap/status/1892579908179882057

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

#210

Post by mark_l_watson »

wg0 wrote: post #140

In fact they are totally dismantling OpenAI. Most likely, without any intention on their part. LLMs have been more legitimate "blockchain" when most CIO magazines had these essays with "What's your blockchain strategy?" kind of stuffed material. AI bubble will burst and will burst hard. By end of 2026 at max.

I mostly agree with you. Google has a good strategy of driving down costs, for example. I am amazed by the large number of API providers who host either the original DeepSeek R1 or a distilled version.

When cost approaches zero, use cases increase exponentially.

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