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The US govt is going to ban foreign models and foreign providers, and frontier labs are still cooked, because US companies will RLwash Chinese models to try and get in on the captive market. The frontier labs have already lost the war for coding, their next play is custom models for specific domains... Anthropic Galen for biomedical research, Anthropic Locke for legal analysis, etc, and you won't see _ANY_ intermediate work on the model, you will put in query, maybe get some questions fired back during work, and get a "final report."

Eventually the frontier labs will try to cut out the middle man once these models prove themselves and start doing partnerships with big firms in the domains, so they can take a % of the profits in perpetuity rather than just taking a one time payment. For example, after Anthropic Galen, they'll do a partnership with Pfizer to generate Ozempic-Superjacked and take 20% royalties on global sales.

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> The US govt is going to ban foreign models

The people have a right to make and use whatever models they want, protected by the constitution. At a minimum, the models are described in research papers that are unquestionably protected speech. Skilled devs turn those into programs, also protected speech.

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How could Trump ban tiktok then? And Fable for that matter.

Maybe you're somehow legally allowed to distribute and download the weights, but most of us can't run GLM 5.2 at home.

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You won't need a frontier size model for most tasks before long. Qwen 3.6 (small) punches way above its weight. I run it at home @8bit on an OEM Spark
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Second this, I am also running qwen 3.6 35b Q8 on a 5090 liquid getting around 250 tokens / second and it is plenty capable. I actually haven't even looked at models recently because I am happy with what I have.

And.. now I feel the need to look again. Darn, there goes my afternoon

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And corporations could run DeepSeek models on cloud hardware.
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You can run most open models on cloud hardware. Google Cloud gives you a click to deploy, but then you have saturation / ROI considerations, versus Google serving them up multi-tenant, per-token.
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For ROI though you can run 24/7 agentic-style workloads, constantly churning through all your source code looking for security bugs (or whatever) and you DONT pay per-token costs.

A DeepSeek instance running 24/7 in a cloud provider will beat doing that with Claude which could bankrupt you with 100x more costs, even though it might find more.

And DeepSeek may find enough to keep your engineering team saturated and busy fixing things.

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> protected by the constitution

I don't see how.

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The US government isn’t supposed to be allowed to constrain speech, but they do have the power to constrain commerce, and they can ban the sale of AI services and AI-capable hardware if they choose.
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  > but they do have the power to constrain commerce
its an interesting idea; i'd like to see someone claim buying/selling as a form of speech...
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The current administration has repeatedly demonstrated they do not feel constrained by laws or the Constitution.
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Yes our passionate defense of Academia will surely survive Techno Oligarchs desire for a 20th vacation home
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>The frontier labs have already lost the war for coding

This is a delusional take. Sorry, but anyone claiming this hasn't used Fable and compared it to the current best open source models. I see a lot of hype posting about GLM5.2. I see absolutely ZERO people using it in production compared to GPT 5.5 or Opus 4.8.

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Coding agents are edging into diminishing returns for common tasks. The whole Opus 4.5+ arc shows this for a large swathe of people. Chinese Fable is likely <=6 months away. US Frontier labs are structurally disadvantaged in the long term so advantage is only going to skew China.
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> The frontier labs have already lost the war for coding

You are way too deep in the HN bubble.

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I'm looking at how market/human forces are going to make the game play out when extended to its logical conclusion, not the score on the scoreboard RIGHT now.
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So long as Chinese labs keep writing white papers, trade secrets aren't going to win the day.

Having growth up in the 90s, it is weird seeing companies share their technology secrets publicly.

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Wandering around pretending to be researchers who are only just figuring out how to make money is, for the short term, an incredibly good way to attract a load of naïve money; not all sharks are smart.

And it does, nowadays, give you a bit of a veneer of mere curiosity when you're being accused of massive theft.

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I'm sure investors thought one or two of the ISPs laying all that fiber would be collecting fat rents on them until the sun burnt out. I'm glad they got so much in the ground before there was a reckoning. I hope this industry ships more very expensive models, ASAP.
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We're seeing the first 20 years of the dot-com cycle, but compressed into two years, and trying hard not to fall into the tar pit of ad-supported services.
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I'd guess Anthropic will probably win, and LLMs will probably still be with us and be much better in 10 years time.

But next year we could be in the middle of a massive $600B/yr capital-spending bubble deflating hard with unemployment accelerating towards 10% (or higher).

The internet never failed, but the telcom/dotcom collapse still happened in 2001.

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