DSHR's Blog: Distilling The Moat

kept by eddie jul 22

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.

Anthropic Accuses 3 Chinese Companies of Harvesting Its Data - The New York Times
Anthropic publicly accused three Chinese AI startups of using around 24,000 fake accounts to scrape data for training rival chatbots.
also on MiniMax, DeepSeek, #competition, Anthropic, #ai
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 MiniMax, DeepSeek, #competition, #ai
moonshotai/Kimi-K2.7-Code
Moonshot AI releases Kimi K2.7 Code, a 1T-parameter MoE coding model that improves real-world agentic tasks while cutting thinking tokens by 30% over K2.6.
also on Moonshot AI, DeepSeek
China’s free Kimi K3 AI model shakes up global tech market - Rest of World
China's free Kimi K3 AI model lets governments run top-tier AI locally, avoiding costly US cloud rentals and enabling sovereign data control.
also on Moonshot AI, #ai
‘The biggest decision yet’: Jared Kaplan on allowing AI to train itself | Technology
Anthropic's chief scientist Jared Kaplan says humanity must decide by 2027-2030 whether to let AI systems recursively self-improve, a step that could trigger beneficial intelligence explosion or cause humans to lose control.
also on DeepSeek, xAI, #ai-safety, OpenAI, Anthropic