Anthropic Accuses 3 Chinese Companies of Harvesting Its Data - The New York Times

kept by eddie feb 24

Anthropic publicly accused three Chinese AI startups of using around 24,000 fake accounts to scrape data for training rival chatbots.

DeepSeek's 10 trillion USD grand strategy (via @bookwormengr)
DeepSeek's strategy to generate substantial revenue does not rely on coding or multimodal models, but on an undisclosed approach outlined in the piece.
also on Moonshot, MiniMax, DeepSeek, #competition, #business-strategy, #ai
9 theses on AI | Sarthak Munshi
AI progress is constrained by long-task reliability, labor reallocation, cost inefficiencies of general APIs, the declining value of raw coding skills, inadequate benchmark testing, the limits of formal verification without strong specs, memory-bound local hardware advantages, the shift from data to environment-driven training, and the rising competitiveness of US open-weight models.
also on Moonshot, #ai
DSHR's Blog: Distilling The Moat
The article argues that AI companies’ claimed moat from expensive model training is shallow because model distillation allows competitors to cheaply replicate capabilities via repeated API queries.
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🎙️Inside a Chinese AI Lab: How MiniMax Builds Open Models
MiniMax researcher Olive Song reveals how they debug RL training, handle model hacking, and prioritize alignment and engineering discipline in open-weight model development.
also on MiniMax, #china
How Meta’s Newest Acquisition Target Got Around Worries Over Its Ties to China - WSJ
Meta's $2.5 billion acquisition of Singapore-based Manus, a startup with Chinese roots, could create a new pathway for Chinese AI companies to access U.S. investment.
also on DeepSeek, #china, #competition, Anthropic, #business-strategy, #ai