Comment by 3form
5 days ago
That's my view. The end goal is to become Too Big To Fail, the means is stifling the competition and getting military funding.
5 days ago
That's my view. The end goal is to become Too Big To Fail, the means is stifling the competition and getting military funding.
Yeah, maybe. But that doesn't quash gains by China's models. What's the endgame here? The USA "wins" and obliterates China? The ultimate goal seems to be stalemate, as with nuclear arms e.g.
This is just run-of-the-mill rent seeking behavior.
A huge chunk of their revenue comes from US-based enterprise customers. Earlier this year, in an effort to become profitable, they tried raising their rates. Those enterprise customers responded, in part, by ramping up efforts to migrate to open weight models. If those efforts are successful then OpenAI and Anthropic will lose their one remaining plausible path to profitability. The US banning open weight models arguably keeps that path open. I don't personally buy that story, but I do believe hedge funds and institutional investors would. That could be all that's needed for a successful IPO.
As for cybersecurity implications, long term impact on domestic AI industry or the US tech industry more broadly, geopolitics, etc., I don't think OpenAI's or Anthropic's leaders are any more worried about that than your average termite is about the structural integrity of the house it's eating.
> OpenAI and Anthropic will lose their one remaining plausible path to profitability
You forgot about Ads. The one true endgame for every tech company.
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Difficult to see how that could be implemented in practice. Ok, let's imagine only Anthropic and OpenAI hold a US government license to provide AI services in the US. But what would stop US companies from sending the data overseas for processing? Locking that down would require a huge paradigm shift, given how fast and loose they currently are with their (and especially customers') data.
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This assumes that everyone doesn't reach "good enough" at some point. The best developed area here -- software -- seems to suggest a "good enough" plateau, if not an absolute plateau.
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The endgame is systemic capture.
They stole the collective data of humanity as a whole and now sell it back to you in a rent scheme. Open source will be starved of data and compute.
You're supposed to become dependent on that "service" and slave away at paying for it, while being able to earn anything only in conjunction with it.
Note how difficult it already is to get any up-to-date documentation on anything capable of generating actual market value. A monopoly on competency ensures maximal profits.
Open source already has the "the collective data of humanity as a whole". That's the LLM leg. Now focus on what they train their models on for RL. Do other models have less code for training coding? for math? Those are pretty much the only cases where we can have reliable validation. Then, what's the next step. So many branches: legal contracs? etc. So much more obscure detail, which is why (I'd guess) so many startups exist in these areas.
AGI, I think, is an illusion: you need a whole lot of specialized bots. Heck, when I query a bot wrt something I know nothing about, I'm blown away by its ability to inform me. But when I ask about something I DO know about, its answers are half-assed. Heck, even when it can access the internet, it avoids all the sites that have paywalls, so it sends me to little reddit to conversations that are entirely untrustworthy.
My 2c: Anthropic/OAI have taken 10s of billions of dollars of investment - and there needs to be a return on that investment at some point.
They make their money on token burn. They can’t do that if they’re competing with something that’s 80-90% as capable, but 1/10th of the cost (with the option of deploying it yourself for “free”).
No, the end goal is selling $200 of tokens for $200k out of taxpayers wallet. Via DoD contracts.
Hah!
> What's the endgame here?
They can blanket band USING chinese models for all US/EU companies -- that's what they really care, not about chinese companies using chinese models.
The goal is personal wealth - and scaring nations to the point of diverting even more wealth towards your coffers because of a perceived existential risk.
Wealth accumulation via scare tactics is a classic move of defense contractors and AI firms are quite capable of running the same playbook.
> The goal is personal wealth
The goal is power. Having 30 million of personal wealth is enough to retire in luxury and travel the world. They could all have this much right now. That's not what these types of people want.
Having 30 billion gives you the power to order legions of people around, buy and sell politicians, flood ad markets during elections, all with your couch cushion money. That's what motivates these types.
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US companies which seek to do any business with the government will be forbidden from using free Chinese models.
As is a 2000$ gaming laptop can a run a basic llm which is probably good enough for most basic programming.
Most companies are going to be forced to use “safe” LLMs and pay by the token. Maybe for half a million Anthro will let you host on site, but even this will face usage fees or caps.
So ultimately a huge penalty on companies that must use US AI, ceding a huge advantage to global-exUS competitors. Game over.
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Its not gonna work.
At this moment in time, it seems frontier market needs regulation - market for open does not actually.
Oh.. they dont want regulation on that market? Boohoo!