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Who's afraid of Chinese models?

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Re: Who's afraid of Chinese models?

#381
post #339

Earlier quoted context omitted.

I think calling opencode the trend is naive. This not what is being run on company time.

OpenCode is absolutely used on company time.

Shhhhhh...! OpenCode only runs on authorized machines by responsible employees following company policy ;)

Re: Who's afraid of Chinese models?

#383

The fact that Anthropic has a model like Mythos means that counterpart countries like Russia and China are not far behind, if they haven't already developed something similar or better.

As a Russian: no. Sber's GigaChat 3.5 (released two weeks ago) is the best we can right now and it's years behind SOTA models.

Re: Who's afraid of Chinese models?

#384
post #110

Earlier quoted context omitted.

mmm, the chinese models are also working on local GPUs at consumer grades. so theyre not just drainig cloud moats.

good luck running a 2.4T model on any local hardware. it’s not gonna happen. the arrow is to specialized hardware at least for the smartest models

Yes but someone who has access to that kind of hardware can distill down to a smaller model that is specialised for a specific task. I don't need my local model to be an oracle for everything, I want a coding AI, one that knows medicine, another that recognises objects in my security camera, etc.

Re: Who's afraid of Chinese models?

#385
post #306

Earlier quoted context omitted.

He’s glossing over the reason they are not: 90% profit margin of Nvidia. Power is only a small part, single digit, it will eventually matter but does not really today. What is the cost of AI? The single largest ingredient is Nvidia profit margin. Huawei accelerators are not as efficiency yet, but they don’t nearly extract as much margin. Why would future revenue stay with the labs given this situation? This whole thi…

> Power is only a small part, single digit, it will eventually matter but does not really today. Sorta yes, sorta no. A single 5090 consumes 450W - at Californian energy prices of $0.38 per kWh that's $0.17 per hour. And the card itself costs $4100 on amazon. So after 2.75 years running at full power 24/7 you'll have spent more on electricity than on the card. I would have thought most data centres being built today…

DC has wider margins than the 5090. by someone elses rough numbers (https://www.spheron.network/blog/gb300-nvl72-vs-gb200-nvl72-...) for GB300 rack:

> 132kW

> ~$3.7-4M

So about 300x the 5090's power but 1000x the price. Roughly 9 years for electricity to exceed price at $0.38 and datacenters will show up in areas with cheaper power than CA.

Re: Who's afraid of Chinese models?

#386
The author doesn't seem to realize that a healthy margin has been built into the inference pricing. Once low cost open source inference providers get their hands on powerful frontier level models, there would be a severe margin compression for OpenAI and Anthropic.

Source: https://martinalderson.com/posts/the-upcoming-ai-margin-coll...

Re: Who's afraid of Chinese models?

#387
post #271

Earlier quoted context omitted.

The model that is most optimized around token cost is, in fact, Chinese. DeepSeek is astoundingly cheap by default, but if you use it from Reasonix (the harness optimized around its cache), it becomes even cheaper.

I keep seeing mention of the cache, what's special about it? All frontier llms have prefix caching, what is special about deepseek's approach?

Their kv cache is smaller so they can use less vram and also keep your prefix cached for longer. https://deepseek.ai/blog/deepseek-v4-compressed-attention

Re: Who's afraid of Chinese models?

#389
post #331
post #316

Earlier quoted context omitted.

So all the models you tried disagreed with the United Nations ruling? In international law, that is the ultimate authority of what is/isn't a genocide. It's objectively, legally speaking, a genocide.

I have a couple questions. 1/ I don't see in the responses where the model says it is or isn't a genocide. Can you share the snippet from each, I included the logs above? 2/ I can't find a source on the UN ruling that you mentioned. I am not interested in the findings of an investigative body, just the official UN ruling. Can you share? ChatGPT (and myself) can only find this [0], which is a second round of written s…

Here: https://www.un.org/unispal/document/report-of-coi-14aug25/

It goes into depth about the purposeful destruction of civilian infrastructure including hospitals and educational facilities, force displacements, funding for new settlements in the land of displaced people, judaization and segregation, and more.

> The Commission analysed the military operations of the Israeli security forces in Gaza from October 2023 pursuant to the obligations of Israel under the Convention on the Prevention and Punishment of the Crime of Genocide (Genocide Convention)

> Since October 2023, Israeli officials have demonstrated a clear and consistent intent to establish permanent military control over Gaza and to change its demographic composition while systematically destroying Palestinian life in Gaza. This is evident in the extensive destruction and fragmentation of the territory, the establishment of military structures, the destruction of natural resources and infrastructure essential to the survival of the civilian population, forcible transfer and statements indicating the existence of plans for the deportation of the population.

Also here is where the ICJ said Israel's actions are consistent with genocide: https://www.icj-cij.org/node/203447

And in November of 2024 is when we got the ICC issuing arrest warrants for Netanyahu and his minister of defense (this is why Mamdani is threatening to arrest him and send him to The Hague): https://news.un.org/en/story/2024/11/1157286

And here is from June of this year when the UN stated Israel is continuing to commit genocide by targeting children: https://news.un.org/en/story/2026/06/1167790

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Additionally, here is the International Association of Genocide Scholars resolution: https://genocidescholars.org/wp-content/uploads/2025/08/IAGS...

Amnesty International also concluded it in 2024: https://www.amnesty.org/en/latest/news/2024/12/amnesty-inter...

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I should add that ALL of this is well known amongst international legal scholars and well documented. This isn't just a matter of data missing from training.

Re: Who's afraid of Chinese models?

#390

The author doesn't seem to realize that a healthy margin has been built into the inference pricing. Once low cost open source inference providers get their hands on powerful frontier level models, there would be a severe margin compression for OpenAI and Anthropic. Source: https://martinalderson.com/posts/the-upcoming-ai-margin-coll...

Why do you think an inference provider competing for the same compute as OpenAI and Anthropic gives up those margins rather than giving a modest discount over the frontier for near-frontier performance?
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