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Access to frontier AI will soon be limited by economic and security constraints

writing.antonleicht.me

31–40 of 227 posts

Re: Access to frontier AI will soon be limited by economic and security constraints

#31
The thing is, the open source models are are smart enough to do most work if the harness and orchestration is right. So even if the next gen model get locked behind monopoly pay walls build Real things in the real world and fight for a humane world

Re: Access to frontier AI will soon be limited by economic and security constraints

#33
post #22
post #8

I am no-where near as concerned by this as I was a year ago, when I was expecting the axe to fall at any moment before the Chinese labs achieved some sort of escape velocity. I now think it's too late, all the cats are out of all the bags, there's no moat except maybe a temporal one of a few months, the genie is out of the bottle. There is no secret sauce the US labs have that the Chinese ones don't, or won't have so…

I wish it was true. I would gladly use a GPT 5.2 high model equivalent for coding (6 months old) if it was offered cheaper by Deepseek or Kimi. And I'm sure that's an extremely prevalent opinion by the millions of Claude and Codex users who are bothered by the costs. However, they just don't perform that well in practice. That's the real issue. You can actually see it when you move away from open benchmarks. Deep see…

I 100% agree with you, but I've been convinced over the last year that it's a time and scale issue, not anything fundamental.

The Chinese models right now are in a weird spot. Compared to the frontiers, both their pre and post training is woeful - tiny, resource constrained in every dimension including human, slow. I'd compare it to OpenAI 5 years ago except I think even then OpenAI had way more!

But they "cheat" quite a lot in distillation and very benchmark-focussed RL and that's where you get this superficial quality in the leaderboards that doesn't match up when you go off-script. Arc is a great example in that it really belies an "inferior soul" at the heart of it all.

What gives me great hope though is that those same scaling laws that Altman and others have been hyping forever will absolutely kick in for the Chinese labs just as they did for the US ones, and I don't think anything can stop that process now. So they will catch up. It won't be tomorrow, but it's not going to be 10 years either. 3-5 would be my reasonably educated guess.

And the final risk, that China itself might try to restrict availability of the tsunami of GPU or other AI hardware it will inevitably produce - well, I just can't really imagine a country that has been configuring itself for the last 40 years as a single purpose export machine deciding that actually, no, it doesn't want to export something.

About the model restrictions - absolutely. I've been trying to do security research on my own software and the frontier models immediately get suspicious. I've been playing with the local ones much more this year basically because of this. They have deficiencies, for sure - they feel very "hollow" compared to the major labs. But I've talked to a lot of people, and the consensus is pretty clear - just a matter of time.

Re: Access to frontier AI will soon be limited by economic and security constraints

#34
post #2

> And it doesn’t stop with the security questions: the Trump administration’s signature style of international engagement is to wield American leverage as a bundle. Deadlocks in trade negotiations are broken by threatening to withhold intelligence, tech deals are stalled by reference to food safety standards. And so I don’t know when a U.S. administration would choose to leverage its seemingly inevitable predeploymen…

[flagged]

I think “bought” here is to be read as “financed from”, not bought in the literal sense.

Re: Access to frontier AI will soon be limited by economic and security constraints

#35
Considering the economic angle, one possible long term future is that access to frontier models is only realistic for the wealthiest 1% They will use this access to the ultra intelligent models to increase their wealth further. Inequality will continue to be negatively impacted

Re: Access to frontier AI will soon be limited by economic and security constraints

#38
post #2

> And it doesn’t stop with the security questions: the Trump administration’s signature style of international engagement is to wield American leverage as a bundle. Deadlocks in trade negotiations are broken by threatening to withhold intelligence, tech deals are stalled by reference to food safety standards. And so I don’t know when a U.S. administration would choose to leverage its seemingly inevitable predeploymen…

[flagged]

Trump's second presidency is the best possible evidence that no one is driving the world in secret from behind the scenes.

Re: Access to frontier AI will soon be limited by economic and security constraints

#39
DeepSeek is not a distillation of Claude or ChatGPT - stating this is just idiotic politics at this point.

The Chinese labs have reached "escape velocity" long ago - they will continue development regardless of API access to US models or the willingness of US labs to share their research.

Re: Access to frontier AI will soon be limited by economic and security constraints

#40
post #22
post #8

I am no-where near as concerned by this as I was a year ago, when I was expecting the axe to fall at any moment before the Chinese labs achieved some sort of escape velocity. I now think it's too late, all the cats are out of all the bags, there's no moat except maybe a temporal one of a few months, the genie is out of the bottle. There is no secret sauce the US labs have that the Chinese ones don't, or won't have so…

I wish it was true. I would gladly use a GPT 5.2 high model equivalent for coding (6 months old) if it was offered cheaper by Deepseek or Kimi. And I'm sure that's an extremely prevalent opinion by the millions of Claude and Codex users who are bothered by the costs. However, they just don't perform that well in practice. That's the real issue. You can actually see it when you move away from open benchmarks. Deep see…

And yet Claude six months ago was amazing and good enough for you.

This shows that AI cloud consumption is just a conspicuous consumption status symbol, nobody knows why they need cloud AI or what problem they are even solving.

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