Earlier quoted context omitted.
Open weight and open source are not the same
This is a pretty banal comment at this point. Open source is the term used in the LLM community. It's common and understood. Nobody is going to release petabytes of copyrighted training data, so the distinction between open source vs weights is a rather pointless one.
DeepSeek v4
531–540 of 1001 posts
Re: DeepSeek v4
#532Earlier quoted context omitted.
Can't see how NVIDA justifies its valuation/forward P/E ratio with these developments and on-device also becoming viable for 98% of people's needs when it comes to AI
On-device is incredibly far away from being viable. A $20 ChatGPT subscription beats the hell out of the 8B model that a $1,000 computer can run. Nvidia's forward PE ratio is only 20 for 2026. That's much lower than companies like Walmart and Costco. It's also growing nearly 100% YoY and has a $1 trillion backlog. I think Nvidia is cheap.
That's a very strange comment. Why would anyone run a dense model on a low-end computer? A 8B model is only going to make sense if you have a dGPU. And a Qwen3.6 or Gemma4 MoE aren't going to be “beaten the hell out” for most tasks especially if you use tools.
Finally, over the lifetime of your computer, your ChatGPT subscription is going to cost more than the cost of your reference computer! So the real question should be whether you're better off with a $1000 computer and a ChatGPT subscription or with a $2000 computer (assuming a conservative lifetime of 4 years for the computer).
My Strix Halo desktop (which I paid ~1700€ before OpenAI derailed the RAM market) paired with Qwen3.5 is a close replacement for a $200/month subscription, so the cost/benefit ratio is strongly in favor of the local model in my use case.
The complexity of following model releases and installing things needed for self-hosting is a valid argument against local models, but it's absolutely not the same thing as saying that local models are too bad to use (which is complete BS).
Re: DeepSeek v4
#533I don't mind that High Flyer completely ripped off Anthropic to do this so much as I mind that they very obviously waited long enough for the GAB to add several dozen xz-level easter eggs to it.
Re: DeepSeek v4
#534> pricing "Pro" $3.48 / 1M output tokens vs $4.40 I’d like somebody to explain to me how the endless comments of "bleeding edge labs are subsidizing the inference at an insane rate" make sense in light of a humongous model like v4 pro being $4 per 1M. I’d bet even the subscriptions are profitable, much less the API prices. edit: $1.74/M input $3.48/M output on OpenRouter
I mean, not one "bleeding edge" lab has stated they are profitable. They don't publish financials aside from revenue. And in Anthropic's case, they fuck with pricing every week. Clearly something is wrong here.
Re: DeepSeek v4
#535Re: DeepSeek v4
#536Open Source as it gets in this space, top notch developer documentation, and prices insanely low, while delivering frontier model capabilities. So basically, this is from hackers to hackers. Loving it! Also, note that there's zero CUDA dependency. It runs entirely on Huawei chips. In other words, Chinese ecosystem has delivered a complete AI stack. Like it or not, that's a big news. But what's there not to like when…
Re: DeepSeek v4
#537Earlier quoted context omitted.
Still not sure how I feel about China of all places to control the only alternative AI stack, but I guess it's better than leaving everything to the US alone. If China ever feels emboldened enough to go for Taiwan and the US descends into complete chaos, the rest of the world running on AI will be at the mercy of authoritarian regimes. At the very least you can be sure noone is in this for the good of the people anym…
I always find it an illuminating experience about the power of mass propaganda every time I see an American believe they somewhat have the moral high ground over China, despite starting a new war somewhere around the globe either for petrol or on behalf of Israel every six months.
The elected government of the US has the moral highground of over the regime that killed the KMT in it's weakened state after the KMT defeated Japan, went on a rampage against the educated classes, mowed down its own people with machineguns and tanks when they demanded a say in their own governments, and kidnaps people advocating for democracy to this day, including Jack Ma.
> despite starting a new war... on behalf of Israel every six months.
The war started when Hamas, funded by Iran, went on a murder and rape rampage against Israeli civilians.
Re: DeepSeek v4
#538Open Source as it gets in this space, top notch developer documentation, and prices insanely low, while delivering frontier model capabilities. So basically, this is from hackers to hackers. Loving it! Also, note that there's zero CUDA dependency. It runs entirely on Huawei chips. In other words, Chinese ecosystem has delivered a complete AI stack. Like it or not, that's a big news. But what's there not to like when…
As a Brit I'm here for it to be honest, I'm tired of America with everything that's going on. China is not perfect but a bit of competition is healthy and needed
Re: DeepSeek v4
#539Earlier quoted context omitted.
This is a pretty banal comment at this point. Open source is the term used in the LLM community. It's common and understood. Nobody is going to release petabytes of copyrighted training data, so the distinction between open source vs weights is a rather pointless one.
First you steal all the code, then you want to redefine the term? Is it never enough with you AI guys? Where's the humility, where's the good?