Qwen 3.7 is not open source; previous Qwen versions would have open source releases, but Qwen 3.7 plus does not. The second best Chinese model, Minimax M3, is testing the waters by taking longer and longer between “model release” and open sourcing it. This time, they spent 2 weeks after release before open sourcing it. There’s also a lot of rumors of GLM and Deepseek not open sourcing future models.
It’s pretty obvious that you cannot take Chinese models as open source for granted, they’ll be closed source soon.
There is no evidence here that the cutting edge labs have any durable advantage. Extrapolating current trends it seems likely that even the Europeans will be capable of meeting any given performance measure with enough time. In fact the evidence suggests that the capital required to run the models is where a moat will develop. Knowing the weights won't help much.
China may not care about open source, but they know they will personally fund AI through government investments while US relies on private investments, best way to scare private investments is a free capable alternative for everyone
Add on the fact that they actually invested in energy infrastructure and can offer AI very cheap to their citizens and you can get a population well versed in AI to reduce menial tasks and focus on more productive things (if we're to believe the claims of the technology)
There are lots of AI companies and it doesn’t seem that they all have the same funding fountain or share monetization goals. I wouldn’t read much into what each one of them is doing.
I think the larger problem is that restricting US AI companies gives the Chinese a leg up because they now have a window open where they can become the source of the most powerful models available due to government restrictions rather than on technical merits. All Anthropic customers just got a downgrade last evening, for example. While the Chinese are able to serve the world or whoever, the US corporations will be limited to the US market, or whatever the powers that be will allow. This restrictiveness could turn out to be disadvantageous to American companies since people will migrate to wherever they can get the most powerful models.
How much stock should we put into that graph, though, I'm not sure.
DeepSeek is developed by the largest Chinese hedge fund, their models used to make them $ on the share market are very profitable, they've never ever released anything on those models.
Somehow you are claiming that those same group of people are going to totally change their very consistent long term behaviour and start promoting openness when they are in the global leading position in AI?
I think you made this up.
Right now, I don’t believe any LLM company is profitable at all.
Unless you meant “more profitable” to mean “not-as-badly-negative profit”.
China knows that doing what Anthropic/OpenAI/Google/... are doing is impossible for them. No one outside of China in any sane condition will send their data to compute farms IN CHINA like people currently do with US-based frontier models. Even if they could muster the inference power.
Hence they do the second-best thing possible to attack the dominance of the US-based corporations: reduce their moat by open-sourcing models that are not fully equal, but practically useful and good enough for easily 90% of typical tasks people use agents for in their daily lives. But way cheaper to run.
As long as this arms race in AI continues, China as "number two" will have some incentive to continue open-sourcing models. But of course the US government might force a change if they continue to enforce limited public access to new frontier models - there is no market to minimize if a model is not allowed to be publicly available.
I think your vision of how the rest of the US sees the world is tinted by a massive bias.
But at work the calculus is entirely different. There is already lots of exposure to US companies (guess where our emails and tickets life), so the increase in espionage risk from adding another American company is small. Not zero, and trust towards AI companies is limited. But adding the first Chinese company to send data to would be a major risk. One nobody would sign off on, given the general reputation of the Chinese economy for widespread espionage, disregard for copyright and producing copies of successful products using insider information
Before the EU cleaned up Europe's act pretty considerably on corruption, US companies used corporate but also state-level espionage actors to level the playing field against a culture of bribes and they were fairly open about it. They absolutely needed to do it, because of the potential penalties back home if they engaged in bribery abroad.
The tables have turned, now. The EU runs much more cleanly than decisionmaking in DC, which is clearly corrupted and lubricated with cash and opportunities for failsons and faildaughters; it has accelerated radically quite recently but it was heading that way from the first Bush era.
But I'd bet the corporate-state merger of industrial espionage is in full flow.
I have zero expectation that a similar culture exists inside Chinese companies. If you think these corporate and national cultures are the same, you need to adjust your priors.
Not necessarily of the companies themselves, though; just embedded people at the right hiring level.
> Given how generally ideological the people working in these companies are
History has many examples of truly surprising spies, over the long term. Including in highly ideological environments such as animal rights and eco-campaigning groups. The embedded police spying scandals in the UK make this clear.
It is naïve to think that there are no CIA or NSA employees in some functional role at these two businesses, just as it is naïve to think that they don't have intelligence industry contacts playing them because they are naïve. You only have to look at how the NSA weakened open cryptography to see that two companies staffed by young, absurdly rich people barely out of college with wobbly moral e/acc compasses might be getting played by homegrown spooks.
> I have zero expectation that a similar culture exists inside Chinese companies. If you think these corporate and national cultures are the same, you need to adjust your priors.
I suggested absolutely nothing of the sort — I flatly was not talking about China at all.
FWIW it cuts both ways: in the dim and distant past of the early dot-com era, I remember encountering someone who wafted inexplicably between US and UK multinational companies who I thought was possibly British intelligence. An odd duck for sure.
Quite funny because if you use that phrase verbatim except swapping China with the US it could actually fit.
Good governments try to do things that are in the interest of their population, and yes it could mean opposite interests to your/someone else governments.
No reason to blame US, Israel, China, Russia, etc. They just defend their piece of cake.
Again I have to echo the previous poster's point: Most people outside of the US really do not see the US as some much better alternative than China. If anything, in the specific area of LLMs, China are the ones doing work benefitting the everyman whereas almost everything the US labs do does not.
That said, I imagine e.g. South Americans thinking very differently on this front
what did you think US-based AI is trained on
I'm pretty sure the US just jumped to the front of the list with their biggest IP heist in humankind history
China indeed has a general reputation for widespread espionage, so any Chinese company wanting to expand into the European market has to prove it isn't spying on its potential customers. US companies have traditionally been seen as friendly, so their platforms are essentially built around "trust me bro" guarantees.
In a world where both China and the US are now seen as hostile-by-default, this might actually leave some Chinese companies with an advantage in their ability to demonstrate trustworthiness.
It’s the same paradox as people claiming: “we are European, our data is safer in Europe” when actually your privacy is higher when your data is stored in China (or Russia) you are safer because it is out of reach from your local government.
The only thing I dislike, and that’s no matter the service, is that my data or information usage is shared with third-party.
For example, Anthropic conveniently forgets to mention Datadog has tons and tons of information about Claude users, or that your data transits through machines they don’t operate.
Like if they could release Ch-ythos 6 tomorrow BUT it had Western ideals, would they take the fame, clout, attention, & profit, or stick to the party line?
(hope the monolithic brush is appropriate, considering, I mean it's an impressive system/country even if I have my own strong preferences - also I've taken as true reporting about their models deflecting etc. on sensitive topics)
I use LLMs for health, design and programming.
If you want to make a political or religious pamphlet it’s not a single LLM that you should base yourself on. No matter where it comes from.
Between RBJ refusing to step down, Biden not reversing immigration policy, and Biden refusing to step down in the primary until too late, he’s going to go down as a poor president in the history books - even if he wasn’t a bad dude or even bad in terms of policy.
"Look, having nuclear — my uncle was a great professor and scientist and engineer, Dr. John Trump at MIT; good genes, very good genes, OK, very smart, the Wharton School of Finance, very good, very smart — you know, if you’re a conservative Republican, if I were a liberal, if, like, OK, if I ran as a liberal Democrat, they would say I'm one of the smartest people anywhere in the world — it’s true! — but when you're a conservative Republican they try — oh, do they do a number — that’s why I always start off: Went to Wharton, was a good student, went there, went there, did this, built a fortune — you know I have to give my like credentials all the time, because we’re a little disadvantaged — but you look at the nuclear deal, the thing that really bothers me — it would have been so easy, and it’s not as important as these lives are — nuclear is so powerful; my uncle explained that to me many, many years ago, the power and that was 35 years ago; he would explain the power of what's going to happen and he was right, who would have thought? — but when you look at what's going on with the four prisoners — now it used to be three, now it’s four — but when it was three and even now, I would have said it's all in the messenger; fellas, and it is fellas because, you know, they don't, they haven’t figured that the women are smarter right now than the men, so, you know, it’s gonna take them about another 150 years — but the Persians are great negotiators, the Iranians are great negotiators, so, and they, they just killed, they just killed us, this is horrible." - Donald Trump, 2016
Technically his material support to a genocide makes him complicit, it would not have been nearly at the scale without US support tens of thousands of women and children were murdered as a direct result of his decisions[1], if international law meant anything we would hang him for that. So no, he was a "bad dude".
The downfall of the US benefiting bad people is not evidence that the US didn't have a positive impact.
US is a great and respectable country with amazing nature, people tech and military, very very far a collapsed state.
If anything to be worried of, it's the state of Europe. Closer and closer to war, full of insecurity and no innovation.
US is a great country.
OpenAI and Anthropic are both hamstrung by this. Anthropic does have the better chance of surviving.
that doesn't require the model to be SOTA, it can be just a compact model capable of running on some inexpensive hardware. that is vastly different from SOTA models like Mythos which can potentially disrupt lots of things.
> Yes.
holy shit the naivete of HN nowadays.