alt Hacker NewsYeah, maybe. But that doesn't quash gains by China's models. What's the endgame here? The USA "wins" and obliterates China? The ultimate goal seems to be stalemate, as with nuclear arms e.g.
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The endgame is systemic capture.
They stole the collective data of humanity as a whole and now sell it back to you in a rent scheme. Open source will be starved of data and compute.
You're supposed to become dependent on that "service" and slave away at paying for it, while being able to earn anything only in conjunction with it.
Note how difficult it already is to get any up-to-date documentation on anything capable of generating actual market value. A monopoly on competency ensures maximal profits.
My 2c: Anthropic/OAI have taken 10s of billions of dollars of investment - and there needs to be a return on that investment at some point.
They make their money on token burn. They can’t do that if they’re competing with something that’s 80-90% as capable, but 1/10th of the cost (with the option of deploying it yourself for “free”).
The goal is personal wealth - and scaring nations to the point of diverting even more wealth towards your coffers because of a perceived existential risk.
Wealth accumulation via scare tactics is a classic move of defense contractors and AI firms are quite capable of running the same playbook.
No, the end goal is selling $200 of tokens for $200k out of taxpayers wallet. Via DoD contracts.
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US companies which seek to do any business with the government will be forbidden from using free Chinese models.
As is a 2000$ gaming laptop can a run a basic llm which is probably good enough for most basic programming.
Most companies are going to be forced to use “safe” LLMs and pay by the token. Maybe for half a million Anthro will let you host on site, but even this will face usage fees or caps.
This is just run-of-the-mill rent seeking behavior.
A huge chunk of their revenue comes from US-based enterprise customers. Earlier this year, in an effort to become profitable, they tried raising their rates. Those enterprise customers responded, in part, by ramping up efforts to migrate to open weight models. If those efforts are successful then OpenAI and Anthropic will lose their one remaining plausible path to profitability. The US banning open weight models arguably keeps that path open. I don't personally buy that story, but I do believe hedge funds and institutional investors would. That could be all that's needed for a successful IPO.
As for cybersecurity implications, long term impact on domestic AI industry or the US tech industry more broadly, geopolitics, etc., I don't think OpenAI's or Anthropic's leaders are any more worried about that than your average termite is about the structural integrity of the house it's eating.