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Chinese companies giving away expensive models for free is a symptom of the AI bubble, too. It's not a law of nature that they'll always be able to scrounge up

• gpm 4mo ago
  Shaping the tool that does the thinking is quite valuable when you're in the business of changing how people think - I think we can expect propaganda agencies to be subsidizing model creation forever. This doesn't strike me as a symptom of a bubble - except in so far as the bubble pushes the competitors models forwards and thus they need to invest more to stay competitive.
  • rvnx 4mo ago
    All the models, have to respect their local laws, and most of all, pressure from users and the employees. They all carry political weights, because humans behind defend their interests, and are promoting some social values. https://pastebin.com/hjhvsBFg https://pastebin.com/hjhvsBFg This answer from Claude is so biased that it is ridiculous
• nextos 4mo ago
  I think it's a deliberate business strategy of commoditization of their complement. China acts like an entire bloc, not as single companies, and they want to monetize hardware.
  • yorwba 4mo ago
    If you think Chinese companies always act as a bloc, your mental model needs to get about a billion times more detailed. But in this case just a few details may be enough: There are Chinese AI companies that have released LLMs without publishing the weights. ByteDance is going the direct-to-consumer route with their Doubao chatbot (the most popular in China, probably thanks to their social media prowess). iFlyTek seems to be angling for enterprise and government use cases, where they already have an in. The companies that have released weights have in common that they didn't have a monetization channel lined up and their models weren't good enough to make people pay attention with just API access. (You can see with Qwen Max that the calculus can change towards not releasing weights for better models.) And who exactly among the investors is having their complement commoditized? When Nvidia releases Nemotron, the story is clear, but it's less obvious for say Z.ai's GLM.
    • nextos 4mo ago
      I have never said they always act as a bloc, but their industry has a strong component of long-term strategic government planning behind them.
      • inigyou 4mo ago
        > China acts like an entire bloc > I have never said they always act as a bloc Pick one
• jnwatson 4mo ago
  As long as it is in the CCP's national interest to have a frontier model, Chinese companies will have the resources for another training run.