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LaurensBERlast Monday at 9:46 PM7 repliesview on HN

All AI companies are valued as if they'll win the AI race. Problem is, only one can win *

* That is, if a lab like Deepseek doesn't release a "good enough" model for the cost of electricity + a thin margin. Then all AI company lose and all consumers win.


Replies

brapyesterday at 5:06 PM

> only one can win

Why? I mean, if you assume that the moment some threshold of intelligence is reached it will suddenly explode and self-improve at a pace no one would be able to ever catch up with, then yes probably only one can win. But I think it’s more sci-fi than reality which is often more nuanced and boring.

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HumblyTossedyesterday at 5:03 PM

And that one can only win if it convinces leaders to regulate AI so that opensource models don't get good enough.

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LelouBillast Monday at 9:49 PM

What does it even mean to "win the AI race" ?

Right now there are many providers providing different tradeoffs, for different usages.

Would "winning" mean releasing an all-purpose better model that will outperform every other companies for all kind of tasks ? Something like AGI but cost effective ?

Or is it winning the consumer-side AI race ? Like making a kind of "super personal AI assistant" the likes you would see in movies and TVs ?

I'm not arguing, I am just struggling to understand what it usually means when somebody says that, it's not like competitors will go bankrupt the second OpenAI/Anthropic/Whatever does something specific.

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magic_hamsteryesterday at 5:08 PM

> good enough" model for the cost of electricity

This already exists, in several tiers, depending on what you can afford to run (in terms of VRAM).

Deepseek V Flash 0731 is already good enough for many things.

iLoveOncallyesterday at 4:59 PM

And winning the AI race means being the biggest loser. LLMs aren't profitable.

zerotoleranceyesterday at 11:24 PM

Another outcome is that none win.