The US government exists to defend capital interests. It's why we can't buy BYD cars. It's why we can't import any cars unless they're 25 years old. It's why a Tiktok sale was forced. It's why the US is seeking to block states from banning prediction markets. It's why the federal government is seeking to block states from blocking data center projects.
As soon as DeepSeek came out I realized what was going on: China was going to make sure that no US company was going to "own" AI. It is an issue of national security. It's why the US essentially blocks US tech companies to maintain sovereignty.
I'm reminded of the browser wars of the 1990s that led to the antitrust suit against Microsoft. Microsoft used the "commoditize your complement" strategy [1] against Netscape. The US has blocked the export of not only EUV lithography but high-end chips to China. China doesn't want to be dependent on US platforms or policy.
So China is going to make sure there are open source models available and the US government is going to try and stop them to protect US tech companies.
As soon as DeepSeek came out I realized what was going on: China was going to make sure that no US company was going to "own" AI. It is an issue of national security. It's why the US essentially blocks US tech companies to maintain sovereignty.
I'm reminded of the browser wars of the 1990s that led to the antitrust suit against Microsoft. Microsoft used the "commoditize your complement" strategy [1] against Netscape. The US has blocked the export of not only EUV lithography but high-end chips to China. China doesn't want to be dependent on US platforms or policy.
So China is going to make sure there are open source models available and the US government is going to try and stop them to protect US tech companies.
[1]: https://gwern.net/complement