> when you're the Chinese CEO, but all your phraseology comes from reading fortune cookies
DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
191–200 of 218 posts
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#192Earlier quoted context omitted.
Sounds like an invasion of Taiwan could fix that problem for them.
No, Taiwan has to import the machines, the spare parts, and even some of the raw materials from western firms. If China invaded Taiwan, they might get some engineers, and maybe some designs they had no hope of implementing anytime soon. The fans, if they survived, wouldn’t be very useful. There is a reason the west doesn’t tell China adjacent countries that they can’t fab due to risk of invasion.
And, “TSMC and ASML, currently, the only supplier of tools that could make cutting-edge 2nm chips, have added a ‘kill switch’ that will disable TSMC’s EUV machines remotely. According to Bloomberg.”
https://www.tomshardware.com/tech-industry/tsmcs-euv-machine...
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#193link broken!
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#194Earlier quoted context omitted.
Why?
It's much easier to distill a model than create one from scratch. Part of the reason the open source model factories have been able to keep par with the frontier model factories is that they distill the frontier models, not recreate something as good from scratch.
> It's much easier to distill a model than create one from scratch. Part of the reason the open source model factories have been able to keep par with the frontier model factories is that they distill the frontier models, not recreate something as good from scratch.
I think the "why" was "why would the US companies have models that can't be distilled?", not "why does distillation work"?
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#195Earlier quoted context omitted.
Maybe: "Leaked Deepseek transcripts reveal plan to pause fundraising due to compute gap" I don't know what "compute gap" means in this context though and it's not clear that that's why they plan to pause fundraising or if the title is conflating.
yep. the word they use is probably 克制 or self-restraint. no need to raise so much cash if you can't use it. in his article he talks about the negative aspects of getting everything you want. (all the money, brightest minds, biggest share in AI) etc. he says that these are the things that will cause a company to fail.
The maturity of leadership in China seems to be on a whole different level from the U.S.
Lots of companies in the U.S. have fallen victim to that syndrome, but if you used the word "restraint" in that context in Silicon Valley most people would look at you like you're insane.
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#196Earlier quoted context omitted.
> The missile gap for example after all was settled and done, didn't matter at all because not a single missile was ever fired off. All that money, resources, talent, secrecy, lives lost maintaining that secrecy, lives dedicated to furthering that technology and secrecy, it just has not paid off at all for anything at all when you think about it. It is not clear to me that the nuclear missile race "has not paid off a…
Agreed, that was a really fallacious point. It’s like saying buying car insurance didn’t pay off because you didn’t get in a wreck. Not that I entirely buy missiles == insurance, just that the unused == wasted framing is too simplistic.
At least with a wreck there is a real risk factor you might experience yourself. What is the risk factor for ICBM based MAD? Zero. It has never happened before, to anyone. Might as well buy an insurance for alien invasion based damages to your home.
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#197Article grabbed at random that provides some more context (tho could use more): https://www.cyberkendra.com/2026/07/deepseek-pauses-fundrais... "The Hangzhou AI lab has told prospective investors in its second fundraising round that it is suspending the deal, people familiar with the matter told Bloomberg on Saturday, days after remarks attributed to founder Liang Wenfeng about US-China AI competition circulated wide…
And that's why OpenAI bought all the future ram contracts
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#198Earlier quoted context omitted.
yep. the word they use is probably 克制 or self-restraint. no need to raise so much cash if you can't use it. in his article he talks about the negative aspects of getting everything you want. (all the money, brightest minds, biggest share in AI) etc. he says that these are the things that will cause a company to fail.
I shouldn't win too hard, because then I'll lose?
Raising more money ≠ winning harder.
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#199Earlier quoted context omitted.
I doubt this is the case. It should be common knowledge at least among the people building these things that a true AGI isn’t possible with LLMs. Unless I’ve missed some advancement?
>Unless I’ve missed some advancement? nah they're still just statistical token predictors based on their training data, solving hundred year old math conjectures one day, only just given the formulation; strictly benchmarkmaxxing with all guardrails turned off by deciding to look up the answers to their benchmark questions by zero daying their airgap, hopping over to the third party that hosts the answers, zero dayin…
I get that you're being cheeky here.
Yes, LLM capabilities have expanded. We might be working with different definitions of "Artificial General Intelligence" here, for which there is no agreed-upon formal definition[1]. I was thinking of the "thinking, reasoning, maybe feeling" kind when I wrote my comment. But if you're thinking along the "really good at technical tasks" definition, sure, maybe.
[1]: https://en.wikipedia.org/wiki/Artificial_general_intelligenc...
Re: DeepSeek pause fundraise after comments on compute gap to US leaked (transcript) [pdf]
#200Earlier quoted context omitted.
U.S. policymakers believe that even if the gap is small—like six months to a year—whoever reaches AGI first (whatever that means) could gain such an overwhelming advantage over their perceived adversary that it would effectively kneecap them. (You can look at the kinds of things they mention—cyber, WMDs—to get a sense of what they mean.) Jensen Huang disagrees and has said AI is a marathon.
They'd have to use the gap though to actually kneecap them in that time, or else it is just shoveling money into the fire. The missile gap for example after all was settled and done, didn't matter at all because not a single missile was ever fired off. All that money, resources, talent, secrecy, lives lost maintaining that secrecy, lives dedicated to furthering that technology and secrecy, it just has not paid off at…
Or the MWD race stopped a conventional WWIII between NATO and the Warsaw Pact, saving massively more money and lives.