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Why Chinese Open Source AI Model Will Win Over American OpenAI [20:37 | JUL 07 2025 | Carl Zha]

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  • cross-posted from: https://lemmy.world/post/32631687

    Generated Summary below:


    Video Desceiption:

    Carl Zha talks to AI expert TP Huang on why Chinese Open Source AI Models will win over US closed OpenAI in global adoption of Chinese AI #china #techwar #deepseek

    You can follow TP Huang on Twitter:
    / tphuang
    Subscribe to TP Huang's Substack:
    https://tphuang.substack.com/

    You can follow Carl Zha on Twitter:
    / carlzha


    Generated Summary:

    Main Topic: The AI race between the US and China, focusing on the potential for Chinese open-source AI models like Deepseek to surpass US closed models like OpenAI.

    Key Points:

    • AI Arms Race: The discussion highlights the view that the US and China are in an AI arms race, with significant implications for global dominance.
    • Deepseek Ban: There's concern about a potential US ban on Chinese AI models like Deepseek, similar to the TikTok ban, driven by Silicon Valley lobbying.
    • Open Source vs. Closed Models: The advantages of open-source AI models are emphasized, including cost-effectiveness, the ability to run locally without sending data to external servers, and customization to remove censorship.
    • OpenAI's Limitations: Concerns are raised about OpenAI's reliability (downtime) and data privacy practices, making open-source alternatives more appealing for certain applications.
    • Global Adoption: It's argued that countries and companies outside the US may prefer Chinese open-source AI due to cost, control, and the ability to tailor the models to their specific needs and cultures.
    • Economic Implications: Restricting access to open-source AI models in the US could put American companies at a disadvantage compared to their global competitors.
    • AI Hype and Investment: The discussion touches on the current AI hype and whether the downstream is paying for AI right now.

    Highlights:

    • The potential for a bifurcated world with US AI and Chinese AI dominating different regions.
    • The observation that Deepseek's release wiped out $1.5 trillion off the US stock market in a single day.
    • The point that open-source models allow users to avoid sending data to OpenAI and customize the model to remove unwanted censorship.
    • The suggestion that the US political landscape is influenced by Silicon Valley's financial contributions.

    About Channel:

    Host Silk & Steel Podcast on China, history, culture, politics @SteelSilkn

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    They will say something like solar went from 600gw to 1000 thats a 66% increase this year and coal only increased 40% except coal is 3600gw to 6400. Hrmmmm, maybe these numbers are outdated? Based on this coal and gas are down: In Q1 2025, solar generation rose 48% compared to the same period in 2024. Solar power reached 254 TWh, making up 10% of total electricity. This was the largest increase among all clean energy sources. Coal-fired electricity dropped by 4%, falling to 1,421 TWh. Gas-fired power also went down by 4%, reaching 67 TWh https://carboncredits.com/china-sets-clean-energy-record-in-early-2025-with-951-tw/ are no where close to what is required to meet their climate goals Which ones in particular are you talking about? Trump signs executive order directing US withdrawal from the Paris climate agreement — again https://apnews.com/article/trump-paris-agreement-climate-change-788907bb89fe307a964be757313cdfb0 China vowed on Tuesday to continue participating in two cornerstone multinational arrangements -- the World Health Organization and Paris climate accord -- after newly sworn-in US President Donald Trump ordered withdrawals from them. https://www.france24.com/en/live-news/20250121-china-says-committed-to-who-paris-climate-deal-after-us-pulls-out What's that saying? You hate it when the person you hate is doing good? I can't remember what it is I can't fault them for what they're doing at the moment, even if they are run by an evil dictatorship and do pollute the most I’m not sure how european defense spending is relevant It suggests there is money available in the bank to fund solar/wind/battery, but instead they are preparing for? something? what? who knows. France can make a fighter jet at home but not solar panels apparently. Prehaps they would be made in a country with environmental and labour laws if governments legislated properly to prevent companies outsourcing manufacturing. However this doesnt absolve china. China isnt being forced at Gunpoint to produce these goods with low labour regulation and low environmental regulation. You're right, it doesn't absolve china, and I avoid purchasing things from them wherever possible, my solar panels and EV were made in South Korea, my home battery was made in Germany, there are only a few things in my house made in China, most of them I got second hand but unfortunately there is no escaping the giant of manufacturing. With that said it's one thing for me to sit here and tut tut at China, but I realise I am not most people, the most clearest example is the extreme anti-ai, anti-billionaire bias on this platform, in real life most people don't give a fuck, they love Amazon/Microsoft/Google/Apple etc, they can't go a day without them. So I consider myself a realist, if you want people to buy your stuff then you will need to make the conditions possible for them to WANT to buy your stuff, not out of some moral lecture and Europe isn't doing that, if we look at energy prices: Can someone actually point out to me where this comes from? ... At the end of the day energy is a small % of EU household spending I was looking at corporate/business energy use: Major European companies are already moving to cut costs and retain their competitive edge. For example, Thyssenkrupp, Germany’s largest steelmaker, said on Monday it would slash 11,000 jobs in its steel division by 2030, in a major corporate reshuffle. https://oilprice.com/Latest-Energy-News/World-News/High-Energy-Costs-Continue-to-Plague-European-Industry.html Prices have since fallen but are still high compared to other countries. A poll by Germany's DIHK Chambers of Industry and Commerce of around 3,300 companies showed that 37% were considering cutting production or moving abroad, up from 31% last year and 16% in 2022. For energy-intensive industrial firms some 45% of companies were mulling slashing output or relocation, the survey showed. "The trust of the German economy in energy policy is severely damaged," Achim Dercks, DIHK deputy chief executive said, adding that the government had not succeeded in providing companies with a perspective for reliable and affordable energy supply. https://www.reuters.com/business/energy/more-german-companies-mull-relocation-due-high-energy-prices-survey-2024-08-01/ I've seen nothing to suggest energy prices in the EU are SO cheap that it's worth moving manufacturing TO Europe, and this is what annoys me the most. I've pointed this out before but they have an excellent report on the issues: https://commission.europa.eu/document/download/97e481fd-2dc3-412d-be4c-f152a8232961_en?filename=The+future+of+European+competitiveness+_+A+competitiveness+strategy+for+Europe.pdf Then they put out this Competitive Compass: https://commission.europa.eu/topics/eu-competitiveness/competitiveness-compass_en But tbh every week in the EU it seems like they are chasing after some other goal. This would be great, it would have been greater 10 years ago. Agreed
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