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On DeepSeek and export controls

darioamodei.com

171–180 of 185 posts

Re: On DeepSeek and export controls

#171
post #17

Earlier quoted context omitted.

Democratic USA must prevail against Communist China by having better models. edit: (Please read this in a sarcastic voice, I think it's a crazy idea!)

otherwise it will become to a multipolar world(or 'bipolar', said the article) that would be horrible, a multipolar world? what a nightmare

Yes, last time we had a "multipolar world" it was absolutely terrible.

Re: On DeepSeek and export controls

#172
post #32

Dario certainly had no qualms about working with authoritarian regimes when he worked for Baidu! Also, if the US seeks a permanent advantage over China by 2027 with self-replicating AI, so much so that it can dictate whatever terms militarily. Wouldn't that just force China to send a few cruise missiles to TSMC before that happen?

>Dario certainly had no qualms about working with authoritarian regimes when he worked for Baidu

Maybe it's worth listening to a Western AI researcher who worked for a Chinese company and came to the conclusion "China must not beat us to AGI/ASI".

Re: On DeepSeek and export controls

#173

It's shortsighted to believe that export controls are relevant. China will be able to manufacture as good or better chips than the US in the not too distant future anyway.

China only has to attack Taiwan to deny the US of TSMC’s production capacity. Prediction: they will do this as soon as they see sufficient domestic chip production. The attempts to inshore fabs to the USA is too little too late. And it doesn’t matter if Trump defends Taiwan and makes China back down - the fabs will have been bombed to bits. As it is, trump would probably just do sanctions and tariffs, which - like Ru…

While Russia has certainly found ways around the sanctions, look at their economy... Putin is spending his reserves out from under the next decade. They're rather fucked.

Clearly china could last longer under similar conditions, but they're also looking weaker than they did 5 years ago.

Re: On DeepSeek and export controls

#174
post #25

I like a lot of what Dario writes, but in this case I just can't follow the reasoning. Everything I've picked up about how DeepSeek did what they did (including going a level lower than CUDA to better take advantage of the limited hardware[1], and the balance of techniques used[2]) points to some very smart Chinese engineers having out-smarted US ones (to put it in terms that matter to US folk, because I'm European a…

yeh. I see Dario saying "let's protect the US more" for no reason other than bias and "of course they improved over time" which feels like a mighty strong strain of copium. Very disappointing for a leader of an organization i respected. Assuming he speaks for Anthropic, and it seems he does, Past tense.

He writes with the assumption that the reader understands the danger in China developing a lead in military technology. Hence his very explicit wording:

"To be clear, the goal here is not to deny China or any other authoritarian country the immense benefits in science, medicine, quality of life, etc. that come from very powerful AI systems. Everyone should be able to benefit from AI. The goal is to prevent them from gaining military dominance."

Re: On DeepSeek and export controls

#175
post #10

Unless the author makes a compelling case about why AI breaks the MAD status-quo between nuclear powers, I will assume that their appeals to NATSEC are an attempt to artificially create moat for their company.

I imagine that argument is a pretty easy sell. Of course governments will want to create moats that protect their incumbents.

Re: On DeepSeek and export controls

#176
"Making AI that is smarter than almost all humans at almost all things will require millions of chips, tens of billions of dollars (at least), and is most likely to happen in 2026-2027."

What an incredible claim to just slip in two-thirds of the way through! Where have I heard it before?

1965, H. A. Simon: "Machines will be capable, within twenty years, of doing any work a man can do."

Re: On DeepSeek and export controls

#178

Earlier quoted context omitted.

China only has to attack Taiwan to deny the US of TSMC’s production capacity. Prediction: they will do this as soon as they see sufficient domestic chip production. The attempts to inshore fabs to the USA is too little too late. And it doesn’t matter if Trump defends Taiwan and makes China back down - the fabs will have been bombed to bits. As it is, trump would probably just do sanctions and tariffs, which - like Ru…

> And it doesn’t matter if Trump defends Taiwan and makes China back down - the fabs will have been bombed to bits. What would prevent the US from directly attacking China's domestic fabs in this scenario? Defending Taiwan doesn't seem as proxy-ish as Ukraine considering China considers it their territory already.

That's a extremely dangerous, disproportionate and self destructive strategy. What would prevent China from bombing US targets as revenge?

Both mainland and Taiwan belong to China, it's written even in the Taiwanese constitution. The controversy is in the definition of China, basically they are supposed to unify mainland while the mainland wants to unify them. A balance will be reached at some point either peacefully or violently.

Peace is more likely if the US stops pouring oil on fire.

The US should stay out of this situation if its leadership has its own people's interest in mind. A hot war between US and China will cause many millions to die and possibly end of human civilization. Let that sink in.

Re: On DeepSeek and export controls

#179
> 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 cost reduction curve. What’s different this time is that the company that was first to demonstrate the expected cost reductions was Chinese.

Excellent analysis and I largely agree. The part where he looses me here is the certainty in the claim around fundamental changes to the economics...

This is open weights with a (largely) open recipe. Arguably, Meta has already been at it but now there are two labs producing frontier models at this level. A wishful analysis could imagine that there _might_ be more and that _could_ result in a qualitative shift in how the frontier model research is being done and hence affect the economics but Dario seems to have largely ignored this aspect.

Not sure why?

Re: On DeepSeek and export controls

#180
That post is really dishonest, which is expected from Anthropic's CEO talking about the competitors. Dario conveniently omits that R1's approach was validated months before o1-preview came out, and DeepSeek releases the weights and architecture unlike Anthropic and OAI which produce black box models in the name of "safety". Then he tries to diminish their innovation, dismissing it as a normal step they're also capable of, saying v3 and R1 are competing with models that are 9-10 months old. Which is not really true.

And then there goes the usual techno-feudal interjection:

>If China can't get millions of chips, we'll (at least temporarily) live in a unipolar world, where only the US and its allies have these models. It's unclear whether the unipolar world will last, but there's at least the possibility that, but there's at least the possibility that, because AI systems can eventually help make even smarter AI systems, a temporary lead could be parlayed into a durable advantage

So Dario envisions a unipolar world where a black box corporation (his own one, of course) controls a perpetually self-improving machine god and distributes scraps to the masses that are too unwashed and dangerous to control it themselves, while at the same time preventing other countries from breaking out and making their own self-improving machine god because they're evil. A boot stomping on your face forever, regardless of who you are.

That's coming from an "ethical, helpful, and honest" guy.

>To be clear, the goal here is not to deny China or any other authoritarian country the immense benefits in science, medicine, quality of life, etc. that come from very powerful AI systems. Everyone should be able to benefit from AI. The goal is to prevent them from gaining military dominance.

And of course he immediately tries to deny that thought.

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