John Siracusa

I think that was several months ago. But anyway, you know, it's kind of ironic that OpenAI Open isn't the OpenAI name. They were going to be this magnanimous public benefit, whatever, blah, blah. Now they're very quickly changing into a private company entirely controlled and focused on making money and so on and so forth. And they don't want you to know how their reasoning model works.

I think that was several months ago. But anyway, you know, it's kind of ironic that OpenAI Open isn't the OpenAI name. They were going to be this magnanimous public benefit, whatever, blah, blah. Now they're very quickly changing into a private company entirely controlled and focused on making money and so on and so forth. And they don't want you to know how their reasoning model works.

So this is, I mean, perhaps uncharacteristic for China and the Chinese government of not having secrets. This company is saying, we found a better way to do what you were doing. And we're going to tell you how we did it. We tell you everything about it. The stuff is open source. You can get the weights from the model under an MIT license.

So this is, I mean, perhaps uncharacteristic for China and the Chinese government of not having secrets. This company is saying, we found a better way to do what you were doing. And we're going to tell you how we did it. We tell you everything about it. The stuff is open source. You can get the weights from the model under an MIT license.

We'll publish all the scientific papers about how we did it. No secrets. Here it is. And are we going to go closed source like OpenAI? Are we going to hide our chain of reasoning? No. You can see it. We're not trying to hide it. There's no terms of service saying you can't get at it. We don't try to summarize it or hide it from you. That is potentially uncharacteristic.

We'll publish all the scientific papers about how we did it. No secrets. Here it is. And are we going to go closed source like OpenAI? Are we going to hide our chain of reasoning? No. You can see it. We're not trying to hide it. There's no terms of service saying you can't get at it. We don't try to summarize it or hide it from you. That is potentially uncharacteristic.

One thing that is characteristic and will lead us into the next topic is Yeah, they're probably not too worried about their employees and giving them this know-how or whatever because it's not like they can just leave and do whatever they want. The Chinese government has much, much, much more say in what Chinese citizen and Chinese companies do.

One thing that is characteristic and will lead us into the next topic is Yeah, they're probably not too worried about their employees and giving them this know-how or whatever because it's not like they can just leave and do whatever they want. The Chinese government has much, much, much more say in what Chinese citizen and Chinese companies do.

And so it is kind of like they don't have to worry so much about... every employee of DeepSea leaving to go become employees of OpenAI, because that is not something that the Chinese government has ways to prevent that from happening, let's say. But still, you know, if you think of, like, a competitor to the U.S. using the typical, you know, demonized U.S.

And so it is kind of like they don't have to worry so much about... every employee of DeepSea leaving to go become employees of OpenAI, because that is not something that the Chinese government has ways to prevent that from happening, let's say. But still, you know, if you think of, like, a competitor to the U.S. using the typical, you know, demonized U.S.

things of like axis of evil, like they're going to do everything secret in their secret volcano lair. And it's like, nope, here's everything we're doing. Here's all the papers. Here's all the weights in the models, like totally out in the open, which I think is just.

things of like axis of evil, like they're going to do everything secret in their secret volcano lair. And it's like, nope, here's everything we're doing. Here's all the papers. Here's all the weights in the models, like totally out in the open, which I think is just.

finger in the eye of open ai the fact that they have open in the aim even more so it's like we are doing better and we're not afraid to tell you how we did it because that kind of like what they're trying to say is kind of like an apple approach it's like we can tell you how we did it it's just computers right we're where our advantage is not that secret our advantage is whatever intangibles they think they have now i'm not entirely sure they do have any intangibles because again if you look at their app on their website it looks just like chat gpt and

finger in the eye of open ai the fact that they have open in the aim even more so it's like we are doing better and we're not afraid to tell you how we did it because that kind of like what they're trying to say is kind of like an apple approach it's like we can tell you how we did it it's just computers right we're where our advantage is not that secret our advantage is whatever intangibles they think they have now i'm not entirely sure they do have any intangibles because again if you look at their app on their website it looks just like chat gpt and

I don't see any particular differentiation there. So we'll see how this shakes out. But right now it's still looking much more like anybody can make one of these. Kind of like in the PC industry. Anybody could make a PC. There were winners and losers in the PC industry. Different companies would come and go. Compaq, HP, Microsoft eventually started making them.

I don't see any particular differentiation there. So we'll see how this shakes out. But right now it's still looking much more like anybody can make one of these. Kind of like in the PC industry. Anybody could make a PC. There were winners and losers in the PC industry. Different companies would come and go. Compaq, HP, Microsoft eventually started making them.

You know, all the niche manufacturers. So many different people made personal computers. The stuff that went into them, everybody knew. There was no secrets, right? There was no secret sauce. It was just like, who's good at making a personal computer? But it turned out the people who had a moat were the people on the platform. Windows was the moat because they controlled the platform.

You know, all the niche manufacturers. So many different people made personal computers. The stuff that went into them, everybody knew. There was no secrets, right? There was no secret sauce. It was just like, who's good at making a personal computer? But it turned out the people who had a moat were the people on the platform. Windows was the moat because they controlled the platform.

They controlled the operating system. And for a long time, Intel had a moat of the best process technology. And we know how that turned out eventually. Not great. But still, for a long time, they were tops. even when they were challenged by AMD, who got in through the side door with an x86 thing, even when they weren't able to make a 64-bit thing.

They controlled the operating system. And for a long time, Intel had a moat of the best process technology. And we know how that turned out eventually. Not great. But still, for a long time, they were tops. even when they were challenged by AMD, who got in through the side door with an x86 thing, even when they weren't able to make a 64-bit thing.