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US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

reuters.com

121–130 of 633 posts

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#121

Is DeepSeek really behaving different than other Chinese companies? Intellectual theft is ongoing and has been ongoing for decades. Besides security risks and foul play, it is impressive by just how much DeepSeek undercuts OpenAI and Claude. DeepSeek charges $0.87 per million output tokens compared to $50 for Fable and $30 for GPT-5.5.

Especially for fable, that's not a fair comparison.

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#122
post #22

Earlier quoted context omitted.

The reason we can't buy BYD cars is because if we allowed it without restrictions, it would utterly and completely destroy the United States auto industry. That's terrible public policy, and we should not allow it. Before anyone starts talking about the free market, there is no free market here whatsoever. The fact that BYD's cost structure is what it is is the direct result of Chinese industrial policy. Unilateral s…

it would destroy it, but then new more competent US automakers would pop up, similar to tesla. US Big Three are simply full of incompetent boomers who want to maintain monopoly using tariffs, chicken tax, and banning of competitors that actively harm consumers. Suddenly US government thinks that capitalism and free market is not desirable... huh

> then new more competent US automakers would pop up, similar to Tesla.

A company that literally is collapsing as we speak because it's more profitable to be in the business of stock inflation and financialization.

A coherent industrial policy would be addressing that as well. But if we don't do something to limit imports there won't be anything to save.

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#123
post #118

Earlier quoted context omitted.

> Well then we agree, that their industrial policy is working a little better than ours. Yes! Their car industry is competing; ours is hoping to avoid it. You now understand my point and objection to preserving domestic capacity via selling worse cars more expensively to its own citizens.

No I don't understand your objection. My argument is that preserving domestic capacity is necessary for our survival, and that limiting imports is necessary but insufficient to achieve that goal. Banning stock buybacks would be another helpful step. Can you imagine being at the helm of a major US automaker as the transition to electric is happening and thinking you have no better investment to make in your own compan…

> My argument is that preserving domestic capacity is necessary for our survival…

And my point is that's only the case if said capacity is effective.

Protectionism does not lead to effective industrial capacity. It leads to the Ford Pinto.

> Banning stock buybacks would be another helpful step.

I'm all for this!

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#124

Earlier quoted context omitted.

> The reason we can't buy BYD cars is because if we allowed it without restrictions, it would utterly and completely destroy the United States auto industry. That's terrible public policy, and we should not allow it. Yeah, that was the argument against Japanese car makers, too. A shitty system needs destroying sometimes. Competition from Toyota/Honda was critical in making US auto makers up their game. It is terrible…

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it is not anymore, because US doctrine has changed after losing war in Vietnam.

US can no longer sustain massive motorized and armored forces, because it implies heavy casualty rate.

The doctrine changed to shock&awe and lobbing standoff munitions from far away, which we all saw in Iran (and how it turned out).

US strictly protects boomers at Big Three and their regional dealerships and the entire supply chain that makes money off of financing, extended warranty, selling overpriced parts, overpriced heavy vehicles, etc

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#125

What an amazing achievement by America's adversaries. The Trump administration lists Anthropic as a security risk and kneecaps its best model, despite the fact that compared to the other frontier US labs Anthropic is more transparent, more safety-oriented, frequently honest to a fault, and is clearly acting with patriotic intent. Meanwhile, the same administration is hesitating to counter certain Chinese companies' e…

I've always found this line of reasoning troubling and uninformed. Chinese models first of all can be hosted on your own hardware, I'd argue they are way more transparent than US companies, by well releasing stuff. Second, the "smoking gun" of DeepSeek training off Claude isn't as bad as you may think, and the amount of tokens was deemed trivial. Did you also know that if you asked Claude's it's name in Chinese it wo…

I wonder about your last point. Certainly there's an aspect of education that Asia values more, however by the US own metrics, they are number 1 in terms of education outcomes.

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#126
post #74

IMHO, models by US companies are the biggest security risk so I'm fine with using models on this "blacklist."

Part of the security risk also is the number of different models. I’ve been tempted to try some other models, but how many do I want to give access to SSH or even my repo? Obviously there are ways to work with this, but it’s gonna run through some people‘s heads.

Buy access to the open models from a single US vendor like https://fireworks.ai

One company, multiple models, Fireworks is the fasts at making the models available (had GLM-5.2 before the other three we are evaluating)

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#127
post #118

Earlier quoted context omitted.

No I don't understand your objection. My argument is that preserving domestic capacity is necessary for our survival, and that limiting imports is necessary but insufficient to achieve that goal. Banning stock buybacks would be another helpful step. Can you imagine being at the helm of a major US automaker as the transition to electric is happening and thinking you have no better investment to make in your own compan…

> My argument is that preserving domestic capacity is necessary for our survival… And my point is that's only the case if said capacity is effective . Protectionism does not lead to effective industrial capacity. It leads to the Ford Pinto. > Banning stock buybacks would be another helpful step. I'm all for this!

We agree on quite a bit.

You're wrong about protectionism though. It is an essential part of industrial policy and heavily employed by every industrial powerhouse country including Japan, China, Germany, and yes the US. China uses it extensively and it's a core pillar of why they are now the center of world industry.

The long running argument to the contrary is better understood as propaganda by the financial sector.

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#128

Hmm, my VPN provider explicitly has Chinese exit points. And whats funny is I can load AliPay from any CVS. (Like, seriously) You can try to pry Qwen and Deepseek from my Graphene/Linux hands.

What VPN provider is this? I could use it because Chinese users of my apps often complain about not being able to download things from my western hosted servers.

Not sure if having point of presence (POP) managed DNS for China is of interest, but my company offers something for China traffic [0].

Disclosure: I’m an IBMer

[0] https://www.ibm.com/docs/en/ns1-connect?topic=started-manage...

Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#129
post #16
post #12

The US government exists to defend capital interests. It's why we can't buy BYD cars. It's why we can't import any cars unless they're 25 years old. It's why a Tiktok sale was forced. It's why the US is seeking to block states from banning prediction markets. It's why the federal government is seeking to block states from blocking data center projects. As soon as DeepSeek came out I realized what was going on: China…

We're in late-stage capitalism here. The pitchforks are already out and spreading across the globe. Unless the big companies get broken up, this nation will split into either a police state or socialist state.

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Re: US holds off blacklisting DeepSeek, more than 100 firms deemed security risks

#130
post #18

Noteworthy that Z.ai, maker of the just released near-frontier GLM 5.2, has already been on the Entity List since Jan 2025[1]. Being on the Entity List does not mean all trade is forbidden. Broadly speaking it means American companies and individuals are not allowed sell them goods and services, but they are still allowed to buy from them and pay them. AFAIK the Chinese AI companies barely depend on US goods and serv…

> except for nVidia GPUs which were export restricted anyway,

those export restrictions are a joke. when they were introduced, there was a sudden spike in NVIDIA GPU exports to surrounding Asian countries. and the US government knows this

CXMT memory maker will not be banned, because US AI labs are salivating at the idea of more RAM supply, and are lobbying hard to prevent restrictions

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