I think this gets the story backwards. The claim was never that China chose her and sent her after Jensen. It's that she started a relationship with Jensen, and then Chins, realizing an opportunity, kindly invited her in for a little talk.
"Too expensive" as measured by bean counters that don't understand the actual risk profile - or do understand it but have such a short window of strategic concern it leads to this. It would be an interesting analysis to stack up costs to Msoft vs cost of labor cut as this outage evolves.
It may not be true now but 10 years down the line? This is disaster in the making yet while most people recognize that (when filtering out most fanatical pro-ai folks claiming everywhere how they get 10x or 100x work done) nobody is able to do anything. Sort of legacy technical debt being delivered but of different kind than usual, that train that will hit you since you stand on the rail line yet its moving 5kmh and you see it from 200m, but unable or unwilling to move away (Austin powers scene with steamroller does it better than me [1]).
Imagine if say BMW decided they don't want to manufacture their motors, suspensions, drivetrain etc. Outsourcing 100% of that knowledge to external suppliers, for all models, from now on forever. How do you think market would reacted to such move ie by valuation of stocks?
When you outsource everything, you’re not relevant anymore. I agree on that, anyone else can do it just as good as you.
But the biggest fear is how is ai going to improve then ? We’ve seen it can’t feed itself on data it produced, the model quality decrease. But if there is no more human to produce ever better quality code because they rely on llm to generate code, we’re going to reach a wall.
Microsoft can't fix Outlook because they don't have Claude, and Anthropic's employees can't fix Claude because they can no longer log in without Outlook?
I know some people are still a bit confused by astra, sol, terra, and luna, but at least you can explain the reasoning and it makes sense. Google's new naming scheme is just pure luna...cy.
I don't understand why this is set up the way it is. Maintaining a BitTorrent tracker for models seems like a reasonably good idea, but you have to "apply to join" to be able to contribute?
Its standard for private trackers, you don't want a malware infested hell like piratebay, plus generally you would want people to seed back what they downloaded at least.
> generally you would want people to seed back what they downloaded at least
But the goal is preservation rather than sharing.
I'm confused about how the economics of that would work. If I wanted to contribute to this, I'd have to download the models, so I'd immediately be in the red, and then I could never get out of it because who's going to download these obsolete models? There's no download demand for them; if they were, the whole project would not be necessary.
>then I could never get out of it because who's going to download these obsolete models?
Private trackers usually overcome this issue by also rewarding the length of time you share, even if no one downloaded. Either you get a ratio of 1 or share for a full week/whatever length they decide is enough.
The ai description of this specific site seems to imply they do it as well.
You shouldn't be confused about just the economics of the bittorrent tracker.
You should be worried about the entire economy because it is founded on the principle of paying running costs with one time payments. Basically, neoclassical economists are pathological liars. You cannot model a realistic economy with just a scalar price vector without farming out the planning process to an omnipotent entity.
You see, everything in the economy has two costs: the cost of existence which is a recurring cost (which also happens to be a fixed cost) and the cost of performing the action, usually known as variable costs. The options market has figured that stuff out a long time ago.
Yep, we rely on an economy and are unwilling to pay for its existence. We truly are incorrigible idiots.
Paying running costs with one time expenses is a recipe for growth dependence and planned obsolescence. The only way to bring in money is via a sale, which is a one time event, but your fixed costs are recurring. So you have to sell more products. If you build a product that lasts too long you run into a problem because you didn't charge the customer the running costs.
Oh, I forgot to mention the actual point. Availability/readiness costs money and therefore needs to be compensated even when nothing is actually done.
I can definitely picture a piece of content that's been scrubbed from everywhere except old copies of LLMs in which it still exists in a lossy form, with people trying to extract it from those old copies with the help of newer models. Private trackers have thrived for decades and will continue to do so because they allow a community to foster around a shared purpose (pardon the pun).
Although that being said, i doubt i would go through the trouble of signing up just for this purpose, personally.
Just do it like how libgen does. Maybe publish a RSS torrent feed people can subscribe to for the newer publications - knowing someone is curating the feed.
Weird to have open licensed stuff on private tracker.
> We can't be so gullible that we think this wasn't deliberate right?
What do you mean by "this"? One thing I agree with is that we knew about this story for months. I've read about Jensen's affair with Alice Huang and her ties to the Chinese government at least five months ago.
The thing that triggered the current reporting was the new sourcing about U.S. intelligence findings that came out in late October. So mainstream news started reporting on it once they had sources they found trustworthy.
The confusing thing, though, is not that the story suddenly became big, but why it didn't become big much earlier.
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