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The evidence is that unlike Deepseek he does not publish his compute multipliers. Under that argument Deepseek should not publish any of their research either.
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But Deepseek has a very different way of operating their business as the underdog. They also publish their models as open weight, which Anthropic also doesn’t do.

I don’t think this makes Anthropic a villain?

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DeepSeek is acting in accordance with their incentives, just like Anthropic is
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It has got to be one of the most insane takes I've read on HN, which to be fair has been trending towards "unhinged" when it comes to Anthropic and AI safety.

Compute multipliers are like a quant firm's trading algorithms. They're the crown jewels, the whole alpha of the lab. If you leak them, the lab dies.

Protecting them does not make Dario a villain, it's literally his job. It's also Sam's job, Denis's job, Mira's job, etc. Every lab guards these multipliers closely because they represent the entire worth of the lab.

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So how can Deepseek publish them without killing themselves?
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Because they are a state-owned enterprise tasked with destroying the aforementioned alpha of private American labs...?
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oh here we go again saying everything in china is done by the state. it's not a democracy but they're not the soviet union either. if that were true, why don't they have just one model initiative instead of several?
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Oh yeah that's a good point. In that case, this Chinese hedge fund is choosing to sink billions of dollars in R&D alongside vast opportunity cost in order to create models and release them for free because umm... they're just that nice!

No wonder you're confused about DeepSeek when you have a fairly obvious explanation provided to you, and your response is "it's unrealistic to think the Chinese Communist Party is behaving like communists."

> if that were true, why don't they have just one model initiative instead of several?

Because value exists at several layers of the product hierarchy? I.e. for the exact same reason that the for-profit labs don't have just one model initiative?

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Their alpha has been discovered by the other labs. If they took the lead they obviously would not give that up freely.
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The fact that they don’t release model weights for free to download on huggingface means that Sam, Mira, Dario, etc are ontologically evil and may they all reincarnate as either durian fruits or cockroaches, ideally as durian fruit infested with cockroaches…
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Is this a serious take or sarcasm?
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Sometimes you just gonna channel your inner Karp
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I’m dead serious.
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