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On DeepSeek, the main point seems to be that it’s relatively cheap to catch up with an existing open source machine learning model, from https://www.ft.com/content/747a7b11-dcba-4aa5-8d25-403f56216d7e :

Ritwik Gupta, AI policy researcher at the University of California, Berkeley, said DeepSeek’s recent model releases demonstrate that “there is no moat when it comes to AI capabilities”.

“The first person to train models has to expend lots of resources to get there,” he said. “But the second mover can get there cheaper and more quickly.”

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Indeed. The most exciting aspect of DeepSeek is that it is open source. So, like with the printing press, every economically active city can have one and each city that does (or did) out grows (or grew) their more conservative neighbours. This is bad news for US tech monopolies and good news for nearly everyone else.

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It astounds me that the FT had a general op-ed saying readers would have to admit that so much of Trump’s policy is correct. He has no policy! It’s all about him. Undermining the world leading American research and health sector essentially sinks the country and hands Xi a massive win. He probably can’t find Denmark on a map. On the other side, I worry the European public’s response to these problems will be to vote for neo Fascists and then go on vacation. Most of the public does not understand just how far behind Europe is in terms of research, tech and the industrial prowess or economic position of East Asia and where Europe stands in all this, or what it means for the future.

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Trump would be embarrassed if he could find Denmark on a map. Little countries like that are beneath him.

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