The only moat is the us trying to buy all the compute hardware in the world for the next two years. Then China, amd, etc are just making their own chips.

why are we pretending these are equivalents?

yes, single gpu open models exist. Now show me the one that can keep up with a SOTA api model on more than short code block evals.

Operating in a jurisdiction where US companies can't sue them.

a lack of existential threat in the form of pay-seeking and remediation from the people you stole training materials from that allows for an intrinsically different pace of operation than the Western competition

I’m not happy with their privacy policy [1]. I’m unfamiliar with the phrase “Parties with Other Legal Rights”. Given the well-documented struggles of Anthropic and others to provide enough compute, I wonder if “Parties with Other Legal Rights” constitutes part of the advantage here.

[1]: https://cdn.deepseek.com/policies/en-US/deepseek-privacy-pol...

A sane government policy that invests heavily on innovative businesses.

That, and:

- Every competitor is planning for the demand to be much higher in a few years than it is now, and aiming to capture as much of that as they can, which starts by getting companies hooked on their models now

- The data center capacity will get used no matter who captures the most demand

> but for some reason I think the us govt or anyone else will have a harder time getting to my data from them than the CCP will any chinese company.

US tech companies voluntarily give their data to the US government. Don't you remember PRISM? You think they stopped doing that?

> Internal NSA presentation slides included in the various media disclosures show that the NSA could unilaterally access data and perform "extensive, in-depth surveillance on live communications and stored information" with examples including email, video and voice chat, videos, photos, voice-over-IP chats (such as Skype), file transfers, and social networking details.[2] Snowden summarized that "in general, the reality is this: if an NSA, FBI, CIA, DIA, etc. analyst has access to query raw SIGINT [signals intelligence] databases, they can enter and get results for anything they want."[13]

Why would two companies burning 100s of billions of dollars and are not profitable be safe keepers of your data when there is a huge market for all of that in the us and the us has really weak protections for those things so the companies can sell it to defense agencies?

Thing is, either way your data is getting hoovered up. If not today then eventually. It's just a matter of where. If you work in an industry where nation states might want to do you irreparable harm then yea don't let your data leave the country.

> for some reason I think the us govt or anyone else will have a harder time getting to my data

US companies are required by law to hand over your data if given a warrant by USG. They don't need a warrant if they have a subpoena for less invasive data, or a FISA request. They can also ask without any justification, and see if the company will cough it up anyway (they often do). Any AI company with government contracts will want to give up data quicker so as not to threaten deals worth hundreds of millions.

>I think the us govt or anyone else will have a harder time getting to my data than the CCP will any chinese company.

Why? You dont think that 5 eyes cyber peeps use every advantage they can get? And on the way out leave a dusting of evidence pointing at the russkies or chinese?

The people that travel out of the country are typically not the same ones aligned with the current administration. The vast majority of the MAGA base are more likely to not have a passport, while a large portion have probably never left their state.

Might as well answer yes to the "are you a subversive" question

I think martin_henk is fully aware of that and it's why of all the examples of how a government can use your data, he picked this one...

I don't think anyone will ever be confused by the "only country to use the bomb" in this context. Your pedantry is not something to not feel bad about as it does nothing constructive to the conversation