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Comment by solenoid0937

8 days ago

GLM export controls incoming? I predict Commerce will force OpenRouter, HuggingFace to take some open models down within the next few months.

Not that it would make any sense.

If that happens it'll be an absolute disaster. Imagine a scenario where Anthropic and OpenAI prohibit most US companies from using their latest models because of safety.. And meanwhile attackers use equivalent open source models to attack US companies.

Any prohibition on open source models will do nothing to fix the problem.. since attackers will never feel bound to the law. All advanced models must be available for defensive purposes.

  • Right, but is there any evidence of intelligence behind any of these (government) decisions? It’s just regulatory capture + marketing (plus some people living out an imaginary fantasy that they’re in Neuromancer or something), absolutely no reason to think they won’t try and target open models as part of this.

    • There's at least one reason: much harder to make a profit in policing non-american companies and open-source models without huge (or even any) MRR.

      If the real motive is profit, then open source models are likely simply not a viable means to that end.

  • OpenAI and Anthropic are already unable to make SOTA models generally available (and support this, oddly enough).

    If huggingface or whatever is forced to take down open source licensed weights, there’s always bittorrent.

    Export controls are one thing, but the US doesn’t really have import controls, and there’s no copyright issue, so DMCA, etc don’t come into play.

    It’d take the courts years to decide how to contort the law to ban open weight models, and by then, it’ll be too late (and also pointless).

  • They did the same by banning strong encryption. Never underestimate the stupidity of politicians

  • It'd be less about "safety" and more "we've spent trillions developing these AI tools only to have the Chinese, once again, copy them and offer them for pennies on the dollar, and no one seems to care about the impact that has on the long-term sustainability of this sector of the American economy as a whole, so we're yanking the models."

    • "I'm going to take this box razor and make some really deep cuts around the middle of my face because my tech sector is too good and that's actually a bad thing because $foreigners."

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  • > since attackers will never feel bound to the law.

    But that's the whole point.

    Fall out of favor with the admin and you lose access to the good American models, aren't allowed to use Chinese ones, and fall prey to the attackers and behind your competitors.

The Americans may ban the use of the Chinese models in America. But like the Chinese car ban, everyone else will use them.

  • Technically speaking, Chinese cars have not been banned. They are subject to a 100% tariff. They’d still be price competitive, but the manufacturers haven’t bothered jumping through the regulatory hoops.

    I’ll happily pay a 100% tariff on open weight models, and there are no regulatory hurdles for them to jump through (yet).

  • That's not necessarily a good thing for everyone else, mind.

    Yes, you get your free model, but the cost of this is not developing your own capability and tying your fate to a country which may or may not have your best interests as a nation in mind.

    This is just the deindustrialization that occurred in my home region (the American Midwest) playing out on a global scale in different sectors. It was originally driven by the Japanese, who, to their credit, acted more as partners than competition. Eventually that desire for larger margins went to China, and now you basically can't build anything of consequence without at least some Chinese parts, because there's "no economic case" for it. This means that you have to play Beijing's game if you want access to any sort of modern market.

    You see this happening with Volkswagen's restructuring, next you'll see it with non-American, non-Chinese AI.

    • So... how's that any different from using American stuff for those of us in the rest of the world?

      Over the last decade, the US has been way more unreliable than China. There's been a near constant negative impact from the US doing something.

      At least with China, we are very good at winning trade wars with them here in Australia.

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    • It's not really the same because we already have the model. If China stopped letting us have it tomorrow I'd doesn't matter because... We have it already

> GLM export controls incoming? I predict Commerce will force OpenRouter, HuggingFace to take some open models down within the next few months.

I’m sceptical they could find the legal framework to do this even if they wanted to

They have legal authority to (a) prevent export of US goods/services; (b) ban imports of physical goods; (c) ban transactions (including purchasing services or license agreements) with foreign firms

But I’m not aware of any legal authority which lets them ban US firms from running a Chinese-developed open source AI model in the United States, if they are at arms length from the vendor, and aren’t using it for government contracts or regulated applications

Possibly they could order HuggingFace/etc to suspend Chinese accounts. But if someone in the US (or a third country) downloads the model from China then reuploads it to a US server, completely independently of the vendor - where is the legal hook to prohibit that?

  • They could ban payment processors from processing payments to any hosts of GML 5.2, despite the open weights the vast majority of people will be using cloud providers to get access since it is to heavy to host for 99% of people.

    This would be extremely heavy handed and probably end up accelerating the loss of the virtual US monopoly of payment network. The reast of the world isn't going to let the US dictate that only they get the frontier models whether their US made or otherwise

    • > They could ban payment processors from processing payments to any hosts of GML 5.2

      Can they actually though? Do they have legal authority to tell a payment processor that it has to block transactions of a legal US company, just because the company is hosting a Chinese-developed open source model? I’m sceptical

      And what about companies (e.g. AWS) that let you “bring your own model”?

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  • > I’m sceptical they could find the legal framework to do this even if they wanted to

    I agree, my only caveat is that the current administration has shown it's willing to go beyond aggressive regulatory interpretations to questionable and outright implausible interpretations. As we've seen recently, the federal courts and SCOTUS are overturning most of these but that can take a year or more to resolve. The one positive light is they seem to push the hardest on certain culture war issues (immigration, voting, districting, etc). AI doesn't seem like a core hot button issue for the White House and there is a strong pro-AI / business faction.

>GLM export controls incoming?

US imposing export restrictions on a model from China?

  • While unlikely , it is not without precedent , there are restrictions on ASML a Dutch company to sell EUV machines

    • That’s because the Department of Energy originally funded and contributed IP to the EUV Corp joint venture between several semiconductor companies (including ASML and Intel). Their ability to export control EUV was part of that original agreement that the entire technology is built on.

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    • ASML complies as an ally, why would China comply?

      The weights are already available and downloaded, is it going to be a crime to have them, run them, make them available? Constitutional rights still exist (I hope)

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  • They can easily issue an order for any American company to stop hosting/serving the models. If the model was a threat to national security because of its capabilities then a lot of other countries would follow, including China. No nation will allow some vibe coder with a rogue AI to pose a threat to their systems.

    The reason GLM-5.2 hasn't been banned is that despite these cherry picked use cases, GLM-5.2 isn't even close to Opus in all use cases. These vibe benchmarks are ran by companies that are not part of the cyber services offered by Anthropic and OpenAI where they can use the models without the safeguards and refusals so their actual cyber capabilities can be utilized.

    These guys that wrote the article compared a gimped Opus to GLM-5.2, knew full well it's misleading, and got the clicks regardless. They don't have enough clout to be a part of something like Project Glasswing, GPT Cyber, etc.

  • How would that even work for an open-weight model?

    • Go after the hosts, 99% of people won't be able to run this locally even if they wanted to.

I think state-of-the-art AI is going to be defense industry only from now on. We can have our toy drones but not the Predators and Reapers.

  • Turns out toy drones are more useful in war than multi million dollar planes anyway.

    • Reaper and Predator are both drones and there’s really no comparison to toy drones in terms of sheer destruction and capabilities in general, the comparison is actually quite apt imo.

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  • the things that empower modern toy drones were export restricted for years before hand.

Cool then everyone will just change their config to route through a provider overseas for an added 50-100ms latency. Who cares.

  • Countries and businesses that don't want to be sanctioned by the US government or the US financial system care - so all western countries and corporations.