The general idea is that Anthropic/OpenAI is pushing this narrative as an attempt at "Regulatory Capture"[1] which would allow them to make it prohibitively expensive for anyone but them to enter the market thus stifling competition.
I heard someone analogize token vendors to car manufacturers, where American companies only want to produce expensive options, the people want cheaper/better alternatives, and we ban BYD because those with enough money are more "persuasive"
The analogy is a good one, but your explanation is missing one aspect: the country (USA) does have a reasonable interest in having the capacity to build their own models. The “we need to slow down because it’s getting too dangerous” part is probably more related to “we need to slow our public facing development down so the US government can get the best and the American corporations can trickle out what we decide is safe”
It’s similar with cars. It’s not that American cars are better than Chinese cars on any tangible measurement. But America already shipped most of its manufacturing overseas. Everyone who built those factories is retired. The US should probably hold on to some capacity to make cars, seeing as their entire infrastructure depends on them.
American Ai/Car manufacturers could build cheaper/open models, some do, the big ones do not. It's not an either or, but a spectrum where they have chosen to build only in a subrange
That doesn’t explain the decline of German automotive industry which is now taken over by Chinese cars thanks to massive subsidies by the Chinese government
It’s not a reasonable comparison. In China, every corporation is de facto state run. The Party is in the boardroom and the executives are members of the Party. The CCP will build entire mega cities or pump money into this industry or that according to their plan. China isn't a "state-run" economy but a conditional-autonomy one. Private firms operate freely until they collide with Party priorities. Then the state wins decisively and without due process.
I'm honestly not sure why this is seen so negatively. It seems to be working pretty well for them, perhaps we should do similar instead of whining about others being more effective?
Another point of comparison we might make, how close is Trump's desired increase to the US Defense budget to what China is spending on industrial subsidies? It looks relatively close to numbers in these research papers.
You target the US companies: if they can't use these Chinese models, then they're less of a danger for a now captive audience in the US (and the West generally).
This is already kind of the case: the big enterprises don't really want to touch the latest Chinese models. It's a real pain, personally, I want to use them at work!
Yes, but thats not something a company engaged in regulatory capture for themselves care about: especially if they're worried they'll be outpaced and overtaken by the Chinese labs. Which they will be, IMO.
they care because they know it unlikely open weights will be banned, and thus available to American companies, with regulatory capture (onerous requirements) being a "good enough" "ban" that their big models don't face real competition, regardless of the open weight origin. American companies make open weights too, they are equally threatening to Big Ai financials.
Show them you can burn tokens in seven sessions day and night with comparable results to Opus with less energy and less than 10 dollars a day, per dev.
We have. Unfortunately there are political realities that get in the way, and Bedrock for example doesn't have GLM 5.3 (Flash or otherwise) or anything new/useful
If it's hosted, all they know is "data goes to China".
Until profitable, reputable third parties host open models in the US with ZDR or they become plug-and-play for self-hosting at a modest cost, paying the US models is as much about data protection and liability as performance.
...because everyone saw how well that worked for the Jones act, what with all the naval yards the US has lost over time, and how nearly no US-built ships operate where not legally mandated /s
it wouldn't slow down China as much as make it impossible for American companies to use non-American options, they care about their margins and don't want to be commoditized
Local LLM's are hit worse. Its about 6k for 5090 or 15k for an RTX 6000 and the Mac Ultra 256 is upwards of 12k.
Sure if you already have hardware, you can frankenbuild a system - but even the "affordable" dev stations of the DGX Sparks went from 3500 to 5k and upwards of 8k depending on vendor.
All the meanwhile, OpenAI pushed Luna 6 which is crazy cheap suggesting they have flash models to compete with Chinese models.
I just hope we see more open weights. Nvidia has NEMO but their license doesn't allow NEMO to be re-used on say, Apple or ROCm - Nvidia hardware only. Big ol MEH
* 1: https://en.wikipedia.org/wiki/Regulatory_capture