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> I don’t care for Sam Altman and his general untrustworthy behavior. But DeepSeek is perhaps more untrustworthy. Models from American companies at least aren’t surprising us with government driven misinformation, and even though safety can also be censorship, the companies that make these models at least openly talk about their safety programs. DeepSeek is implementing a censorship and propaganda program without admitting it at all, and once they become good at doing it in less obvious ways, it can become very damaging and corrupt the political process of other societies, because users will trust the tools they use are neutral.

These arguments always remind me of the arguments against Huawei because they _might_ be spying on western countries. On the other hand we had the US government working hand in hand with US corporations in proven spying operations against western allies for political and economic gain. So why should we choose an American supplier over a Chinese one?

> I think DeepSeek’s strategy to announce a misleading low cost (just the final training run that optimizes a base model that in turn is possibly based on OpenAI) is also purposeful. After all, High Flyer, the parent company of DeepSeek, is a hedge fund - and I bet they took out big short positions on Nvidia before their recent announcements. The Chinese government, of course, benefits from a misleading number being announced broadly, causing doubt among investors who would otherwise continue to prop up American technology startups. Not to mention the big fall in American markets as a result.

Why should I care about the stock value of US corporations?

> I do think there’s also a big difference between scraping the Internet for training data, which might just be fair use, and training off other LLMs or obtaining their assets in some other way.

So if training of copyrighted work scrapped of the Internet is fair use, how would the training of the LLMs not be fair use as well? You can't have it both ways.



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