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|    CONSPRCY    |    How big is your tinfoil hat?    |    2,445 messages    |
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|    Message 328 of 2,445    |
|    Mike Powell to All    |
|    DeepSeek and the race to    |
|    31 Jan 25 10:45:00    |
      TZUTC: -0500       MSGID: 33.consprcy@1:2320/105 2c0227f7       PID: Synchronet 3.20a-Linux master/acc19483f Apr 26 202 GCC 12.2.0       TID: SBBSecho 3.20-Linux master/acc19483f Apr 26 2024 23:04 GCC 12.2.0       BBSID: CAPCITY2       CHRS: ASCII 1       DeepSeek and the race to surpass human intelligence              Date:       Fri, 31 Jan 2025 07:45:25 +0000              Description:       DeepSeek and the race to surpass human intelligence              FULL STORY       ======================================================================              Back in October, I met with a young German start-up CEO who had integrated        the open-source approach by DeepSeek into his Mind-Verse platform and made it       comply with German data privacy (DSGVO) standards. Since then, many rumors       have been circulating that China has chosen a different architectural       structure for its foundation modelone that relies not only on open source,        but is also much more efficient, requiring neither the same level of training       data nor the same compute resources.               When it comes to DeepSeek, this is not a singular breakthrough moment.        Rather, AI development continues on an exponential trajectory: progress is       becoming faster, its impact broader, and with increasing investment and more       engineers involved, fundamental breakthroughs in engineering and architecture       are just beginning. Contrary to some market spokespeople, investors, and even       certain foundation model pioneers, this is not solely about throwing infinite       compute at the problem; we are still far from understanding core aspects of       reasoning, consciousness, and the operating model (or software layers) of the       human mind.               Additionally DeepSeek is (was) not a government-sponsored initiative;       supposedly, even the prime minister was surprised and visited Hangzhou to       understand what was happening. Although Scale AI founder Alexander Wang        claims that China already has a significant number of powerful H100 GPUs       (about 50,000), yetbased on U.S. export lawsthis fact is not publicly       acknowledged. DeepSeek is reported to have only about 150 engineers, each       earning in the range of $70100k, which is eight to ten times lower than top       engineering salaries in Silicon Valley.               So, regardless of whether they have powerful GPUs or whether $6 million or       $150 million was invested, it is nowhere near the billionsor tens of       billionspoured into other major AI competitors. This example shows that       different engineering and architectural approaches do exist and may be        waiting to be uncovered. Most likely, this is not the ultimate approach, but       it also challenges the current VC narrative that its all about compute and       scale. Moreover, the open-source mindset behind DeepSeek challenges the       typical approach to LLMs and highlights both the advantages and the potential       risks.               Sam Altman is rumored to be hosting a behind-closed-doors meeting with the       Trump administration on January 30th, where he plans to present so-called       PhD-level AI agentsor super agentic AI . How super this will be remains       unclear, and it is unlikely there will be any public declaration of achieving       AGI. Still, when Mark Zuckerberg suggests Meta will soon publish substantial       progress, and Elon Musk hints at new breakthroughs with Groc, DeepSeek is        just another breakthrough that illustrates how fast the market is moving.               Once agentic AIs come online, they introduce a structural shift: agentic AI        is not about merely responding to a prompt, but about pursuing a goal .       Through a network of super agents, massive amounts of data are gathered and       analyzed, while real products and tasks are delivered autonomously. What is       interesting about Sam Altman not making a public appearance and release, his       meeting with the U.S. The government hints at potential risks and       consequences.              We are at the Verge of Hyper-Efficiency and Hyper-Innovation               What we are seeing is the compound effect of investment and ever-growing        teams working on these models, with few signs of a slowdown. Needless to say,       any quantum breakthroughs would be the next frontieressentially AI on       steroidswhere the magnitude of change could increase exponentially. On the       positive side, this can unleash innovations in health and medicine like never       before in human history.               In the near future, broader access to AI tools will probably benefit       infrastructure providers and hyperscalers such as AWS. It is unclear if this       will put NVIDIA at a disadvantage or actually benefit it: as everyone joins       the AI race, there could be more demand for compute, not just from big U.S.       tech players like OpenAI. Meanwhile, Anthropic and OpenAI run closed       ecosystems, but DeepSeeks public paper shares many of its core methods.               The greatest risk to the U.S. and its current AI dominance is that China does       have talent and the strong work ethic to keep pushing forward. Trade        sanctions wont stop that. As more engineers come together and keep working,       the odds of major breakthroughs increase.              The Battle of Distrust               Globally, the U.S. is losing trust. The dont trust China narrative is fading       in many parts of the world. While Donald Trump on the surface gains respect,       global leaders are quietly looking for alternatives in the background to       mitigate. Europe and other Asian nations dont want to be hostage to U.S.       technology and will open up to new options.               Technology doesnt evolve overnight, and weve only seen the start of the       breakthroughs to be announced by Groc, Meta, and OpenAI. Simultaneously, new       capital will continue pouring in, and other regions will join the race, now       that its clear money alone isnt everything. The future might not necessarily       be bad for NVIDIA, either, since data centers could appear everywhere,       enabling a more global roll-out of AI and creating opportunities for many.              From Prompting to Action               There are still numerous smaller AI companies that have received massive       funding purely on hope and hype. Yet new approaches to foundation modelsvia       architectural and engineering innovationcan continue to drive progress. And       once we hack biology or chemistry with AI, we may see entirely new levels of       breakthroughs.               Looking toward the rest of 2025, we can expect more super-agent        breakthroughs, as agentic AI and LQMs (Large Quantitative Models) push       generative AI beyond fun language-based tools to genuine human worker       replacements . Not only will financial modeling and analysis be optimized,        but also executionthe entire cycle of booking, planning, and organizingcould       shift to autonomous agents. Over time, these integrated, adaptive agents will       replace more and more use cases where humans currently remain in the loop.       This might also be one of the biggest threats to society: coping with extreme       pressures on market economies under hyper-efficiency and hyper-innovation. In       2025, we are likely to see breakthroughs in education, science, health,       consulting, and finance. With multiple compounding effects in play, well       likely experience hyper-efficiency and widespread growth.               However, the looming threats are real. Agentic, at-scale AI can still fall       victim to hallucinations, and now anyone with a few million dollars can build       their own modelpotentially for malicious use. While a global, open approach        to AI can be positive, many engineering and research challenges remain       unsolved, leaving high risks. With the U.S. laser-focused on AI, the race to       surpass human-level intelligence is on.                This article was produced as part of TechRadarPro's Expert Insights channel       where we feature the best and brightest minds in the technology industry       today. The views expressed here are those of the author and are not       necessarily those of TechRadarPro or Future plc. If you are interested in       contributing find out more here:       https://www.techradar.com/news/submit-your-story-to-techradar-pro              ======================================================================       Link to news story:       https://www.techradar.com/pro/deepseek-and-the-race-to-surpass-human-intellige       nce              $$       --- SBBSecho 3.20-Linux        * Origin: capitolcityonline.net * Telnet/SSH:2022/HTTP (1:2320/105)       SEEN-BY: 105/81 106/201 128/187 129/305 153/7715 154/110 218/700 226/30       SEEN-BY: 227/114 229/110 111 114 206 300 307 317 400 426 428 470 664       SEEN-BY: 229/700 705 266/512 291/111 320/219 322/757 342/200 396/45       SEEN-BY: 460/58 712/848 902/26 2320/0 105 3634/12 5075/35       PATH: 2320/105 229/426           |
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