magic_lobster_party @ magic_lobster_party @fedia.io

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11 mo. ago

It’s afraid

If the installer is open source, then that part is open source. It’s maybe not as useful, because it relies on proprietary software to work. On the other hand, so does emulators like Dolphin.

Windows is not open source just because it’s possible to change dll files. Minecraft is not open source just because it’s possible to modify its textures.

Model weights isn’t the equivalent to a proprietary DLL or GameCube ROM. Anyone is free to modify and distribute the model weights however they like - and people are already doing it. Soon enough we will see variations of the model without the Chinese censor for example.

I agree the bad part is that they didn’t provide the script to train the model from scratch.

Yeah, it's about as open source as binary blobs.

This is a great starting point for further improvements of the model. Most AI research is done with pretrained weights used as basis. Few are training models completely from scratch. The model is built with Torch, so anyone should be able to fine tune the model on custom data sets.

I think a more appropriate analogy is if you make an open source game. With the game you have made textures, because what is a game without textured surfaces? You include the binary jpeg images along with the source code.

You’ve made the textures with photoshop, which is a closed source application. The textures also features elements of stock photos. You don’t provide the original stock photos.

Anyone playing the game is free to replace the textures with their own. The game will have a different feel, but it’s still a playable game. Anyone is also free to modify the existing textures.

Would you consider this game closed source?

They published the source code needed run the model. It’s open source in the way that anyone can download the model, run it locally, and further build on it.

Training from scratch costs millions.

The greatest irony would be if OpenAI was killed by an open AI

I believe this will ultimately be good news for Nvidia, terrible news for OpenAI.

Better access to software is good for hardware companies. Nvidia is still the world leader when it comes to delivering computing power for AI. That hasn’t changed (yet). All this means is that more value can be made from Nvidia gpus.

For OpenAI, their entire business model is based on the moat they’ve built around ChatGPT. They made a $1B bet on this idea - which they now have lost. All their competitive edge is suddenly gone. They have no moat anymore!

I don’t think they would’ve made it open source if they had anything to hide. Now there’s also many eyes on it, so we’ll probably learn soon enough if something is off.

You can download the model and see for yourself

It’s also open source and you can run it locally without a super beefy GPU. The big deal is that it’s super light on resources compared to GPT, while producing comparable results. It’s only a question of time until someone makes a less censored version of it.

Either way, OpenAI is doomed unless they have something up their sleeves.

DeepSeek isn’t a competitor to Nvidia. They’re not making better hardware. They’re just making better software, and more accessible. Better access to software is only good for hardware companies.

And this doesn’t change the future outlook of AI. More efficient AI software just improves that outlook. Now there’s suddenly a great new potential for improved AI models.

This is bad news for OpenAI, who relies on their exclusive access to the GPT models. Good news for Nvidia, because now they’re going to sell hardware to anyone who want to take OpenAI’s throne.

The reasoning is that people will stop buying their most expensive hardware offerings. This doesn’t make much sense either. Someone will come up with something clever to do with all that new compute, and then the demand for expensive hardware will be back again.

I understand why this is terrible news for OpenAI. Their entire competitive edge was that they’ve invested billions to build their GPT models. Anyone who wants to get to their levels must do the same investments.

If what’s being said about DeepSeek is true, then their entire competitive edge has just vanished overnight. Billion dollar investment: gone. It’s going to be hard for them to make the return they hoped to make from their investment.

Nvidia hasn’t lost their competitive edge. They’re still making the best hardware for AI computing. The demand for AI compute is likely going to increase.

It’s also embarrassing for OpenAI. How could they have missed this?

Yeah, but if anything, this should be good news for Nvidia. Better access to software is good for hardware companies. This is mostly bad news for software companies like OpenAI who got lots of catching up to do.

Agree, but the market doesn’t think rationally.

Better access to software is good for hardware companies. Nvidia is still the best company when it comes to this kind of computing hardware.

That’s the problem. It’s irrational and has always been.

I don’t understand why people are selling off. AI companies will just make bigger models, and then everything will be back to the same cost of compute again.

Rise of social media

If they struggle figuring out the market for Vision Pro I’m not sure how they can succeed with AR glasses.

Well, the number of PC players with a non RT card is diminishing. RTX has been available since 2018 now.

It costs a lot of money to keep a terminally ill person alive.

I believe we should keep terminally ill people alive for as long as possible if that’s what they want. We shouldn’t deny anyone healthcare. But there are those who prefer to end their agony quick, and I think we should respect their wish.

I think it’s strange that we spend so much money on healthcare on people who rather don’t want to. Better to use that money on people who want to continue living.