The reason why some Capital Interests want to blacklist DeepSeek in the US is so that you are forced to buy Claude/GPT/Gemini, which will feed revenue into an industry that requires revenue (or it’s a big problem).

The reason why some Capital Interests don’t want to ban DeepSeek is so companies that utilize AI have more options, and running your own DeepSeek cluster acts as an independent cost comparison for enterprise inference contracts.

The raising AI valuation is giving more weight to those that want to blacklist DeepSeek. The AI Safety narrative is strong. I see a path where any institution with enough compute might be watched in a similar was chem labs are observed by the DEA.

Seems like interests of US government and US capital (monopolize and corner markets, jack up prices, extract economic rent in perpetuity) run strictly against interests of the broader US consumers and overall global population

> It's why a Tiktok sale was forced.

I think that has more to do with controlling narratives that the USG doesn't like.

I'm happy that China is doing that. US cannot be trusted anymore.

Not saying that China can be trusted either, but I think having more actors is better for all of us.

> As soon as DeepSeek came out I realized what was going on: China was going to make sure that no US company was going to "own" AI.

Yea m8, I think you might've been a bit late to that realization.

Chinese have a wider outlook on it.

Politically they believe AI belongs to humanity, which is why they are basically the only ones left publishing research in the open. That's probably part of their socialist nature.

But also a financial one. They believe that models are commodities, that you can swap one for the other and that the only thing that matters are the applications built upon them.

So they want to make sure that the world, and their own companies, are not limited in their business and application by a protected US commodity.

They will keep releasing in the open no matter what for quite some time.

It's quite impressive how the latest years I have found more and more to empathize with China than many of the western counterparts.

But it's increasingly clear that since the last decade protectionism and nationalism is taking the place of globalization, even though globalization has been a terrific success in lifting billions out of poverty and making the US thrive.

The reason we can't buy BYD cars is because if we allowed it without restrictions, it would utterly and completely destroy the United States auto industry. That's terrible public policy, and we should not allow it.

Before anyone starts talking about the free market, there is no free market here whatsoever. The fact that BYD's cost structure is what it is is the direct result of Chinese industrial policy.

Unilateral surrender in a core aspect of statecraft, which involves maintaining our industrial power and skilled labor force, is absolutely insane. I hope my government never gets convinced by market fundamentalist idiots to do such a thing, any more than it already has, to our great detriment.

The Chinese don't make these kinds of idiotic mistakes, which is how they have amassed the power, wealth, and influence that they have.

We're in late-stage capitalism here. The pitchforks are already out and spreading across the globe. Unless the big companies get broken up, this nation will split into either a police state or socialist state.

China does not think llms are a matter of national security, they aren't as brain broken as the west.

    > It's why we can't buy BYD cars