Overall, I would've blamed one of the 3 potential orchestrators behind this hit job/"leak":
1. A foreign state actor, adversary of US (like China)
2. Ideological fundamentalists, either:
- Anti-AI/anti-capitalism Marxist types
- People that want to see AI nationalized or brought fully under Government control
- Dem official (elected or unelected) that wants to bring down the US economy while it's run by the other side
3. A "China hawk" type inside the current Administration that wants to use this scandal to push legislation to track by GPS all SOTA chips and have a remote kill-switch controlled by Washington
Now, I think there is also this 4th option, which you shown you have discussed at length, and that's Anthropic. Based on what Kevin found out (which I'm still digging through), there are some links.
Anthropic has positioned themselves as the good guys in the AI story, but I'm becoming more and more skeptical.
Anthropic is completely AGI-pilled, whereas Jensen totally isn't. They're zealots, he's pragmatic. This also explains their views on China. Jensen leaving Nvidia hurts China badly. (In the short term. In the medium or longer term, it's a potential boon to Huawei and their other homegrown chipmakers.)
In regards to China, I think there is a distinction between opposite interests:
- The Chinese bureaucrats and the Government in general do not want to import foreign chips and want to painstakingly grow a national champion (hence they banned imports of Nvidia chips)
- Chinese labs want to use the best chips at the lowest prices and don't mind importing them illegally (hence there are reports that Chinese labs used Nvidia chips to train their models)
While I believe both are true at the same time. Most likely this scandal will lead to tighter scrutiny on chip exports and fewer chips getting to Chinese labs.
As you said, will hurt China in the short term, but it my benefit their domestic chip industry in the long term.
My previous posts where I pointed to OpenAI/Anthropic as the main suspects behind this.
https://news.ycombinator.com/item?id=50477917
https://news.ycombinator.com/item?id=50477367
https://news.ycombinator.com/item?id=50463767
https://news.ycombinator.com/item?id=50463255
Good takes, thanks
Overall, I would've blamed one of the 3 potential orchestrators behind this hit job/"leak":
1. A foreign state actor, adversary of US (like China)
2. Ideological fundamentalists, either:
- Anti-AI/anti-capitalism Marxist types
- People that want to see AI nationalized or brought fully under Government control
- Dem official (elected or unelected) that wants to bring down the US economy while it's run by the other side
3. A "China hawk" type inside the current Administration that wants to use this scandal to push legislation to track by GPS all SOTA chips and have a remote kill-switch controlled by Washington
Now, I think there is also this 4th option, which you shown you have discussed at length, and that's Anthropic. Based on what Kevin found out (which I'm still digging through), there are some links.
Anthropic has positioned themselves as the good guys in the AI story, but I'm becoming more and more skeptical.
Anthropic wants the opposite of what Jensen wanted. The exact opposite.
Anthropic is completely AGI-pilled, whereas Jensen totally isn't. They're zealots, he's pragmatic. This also explains their views on China. Jensen leaving Nvidia hurts China badly. (In the short term. In the medium or longer term, it's a potential boon to Huawei and their other homegrown chipmakers.)
I agree with your point about Anthropic
In regards to China, I think there is a distinction between opposite interests:
- The Chinese bureaucrats and the Government in general do not want to import foreign chips and want to painstakingly grow a national champion (hence they banned imports of Nvidia chips)
- Chinese labs want to use the best chips at the lowest prices and don't mind importing them illegally (hence there are reports that Chinese labs used Nvidia chips to train their models)
While I believe both are true at the same time. Most likely this scandal will lead to tighter scrutiny on chip exports and fewer chips getting to Chinese labs.
As you said, will hurt China in the short term, but it my benefit their domestic chip industry in the long term.
Yeah, it's becoming more and more clear for me as well
Perhaps for some people it was already obvious
https://x.com/kevinnbass/status/2121459081533948356/