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@rohanpaul_ai· @rohanpaul_ai · X·· 18 天前AI 评分48
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Perplexity CEO Aravind Srinivas 称,开源与前沿模型之间 12 个月的差距唯一原因就是美国出口管制,并指 Anthropic 曾大力游说出口管制。他认为管制可能迫使中国在物理层变强:建数据中心更快,电力、许可、人力、劳动力、专业能力都不是问题,反而把中国变成更强竞争对手。

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"the only reason why there is even a 12-month gap between open source and frontier models is US export controls."

Perplexity’s CEO Aravind Srinivas on why China’s open-source AI may become more powerful than ever.
And why Anthropic has lobbied very hard for export control.

"There is a chance that, because of the export controls, they now get really good at the physical layer.

One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem.

And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor."

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From "20VC with Harry Stebbings" YouTube channel (@HarryStebbings ), link in comment

引用@rohanpaul_ai@rohanpaul_ai
Now you see the problem for closed labs, or probably why they are delaying their IPO to 2027, 🟦 Open 78.4% 📷 Closed 21.6% Open models don’t need to own the frontier to threaten frontier labs. They just need to become the default for everything that doesn’t require the frontier. Also, open models don’t need their margins to win, they just need their traffic.
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