> they do not believe that big corporations in the US or Europe would actually use chinese models

This is exactly right. The only AI that matters from an investor perspective is the AI that is built into your phone, your car, ships with Windows and Mac, and built into legal and business tools like Lexus Nexus and Salesforce.

Everything else is hobby.

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rafaelmn 3 hours ago | parent | next [-]

That's why OpenAI hard pivoted from consumer tech into enterprise ?

The only AI that makes money is enterprise. Being open weights/self-hostable is a huge win before the pricing even enters the conversation, but pricing is also adding a ceiling on what US labs get to charge. And stuff like powering other software also works better with fine-tunes, hence legal models, etc.

	▲	busssard 2 hours ago \| parent [-]
		European companies are more and more considering and planning to deploy Sovereign local models. Currently the price sovereignty is still not outweighing the cost of US dependency. But big providers are already working on finding ways to ensure customers independence of the cloud act.

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bonplan23 3 hours ago | parent | prev | next [-]

Also the concern that open weights models could contain dormant adversarial behavior (i.e. they are sleeper agents) is more popular amongst decision makers than one would think.

In that regard it was a clever marketing move by Anthropic to release their paper "Sleeper Agents: Training Deceptive LLMs that Persist Through Safety Training" ....

	▲	jacquesm 3 hours ago \| parent \| next [-]
		Well, they do. So you review the output. Models should be treated as juniors, not a line of code or legalese they write should be used without review by a human, not another AI.
	▲	ben_w 2 hours ago \| parent \| prev \| next [-]
		> In that regard it was a clever marketing move by Anthropic to release their paper "Sleeper Agents: Training Deceptive LLMs that Persist Through Safety Training" .... I find such claims a bit like if 3M/DuPont released a paper on the carcinogen dangers of PFAS and someone said this was "a clever marketing move". Like, great, this can have hidden dangers we only learn about years after it's irreversible… how does this make "our"* companies the good guys? A lot of us were already concerned about backdoors mandated by the US government, but that was just encryption and this is everything that AI ends up being able to do. * in the sense of "the G7" until the start of this year, because why would other nations prefer us over China in the first place, and thanks to Trump vs. Canada, Greenland, Iceland also now the rest of the G7 has to treat seriously the possibility that the US is more of an expansionist threat than China is.
	▲	cowboylowrez 2 hours ago \| parent \| prev [-]
		I love how Anthropic has created Frankensteins monster security wise and then pointing at it and yelling "DANGEROUS" haha

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layer8 30 minutes ago | parent | prev | next [-]

I don’t know about investors, but EU businesses with regulatory requirements are favoring EU-hosted Chinese open-weight model over US closed-weight services.

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willsmith72 3 hours ago | parent | prev [-]

to be honest anything built into my phone, car, ships with mac is a hobby

what's important is where big enterprise point their budgets. and there we agree, it's not to chinese models (as hopeful as I am that we can avoid a duopoly and great local models)