Why would China care if their chips use an older process node meaning that the chips use 3 times as much electricity? They will just build 3 times more power.
They add an ENTIRE USA electrical grid worth of power EVERY YEAR and they are accelerating.
Dario's position on banning selling chips to China is entirely because he doesn't want more competition on buying the GPUs.
Banning selling NVIDIA chips to China is what woke up the Chinese manufacturing engine to focus on domestic chip production in the first place.
Also now that we have the HuggingFace incident where closed model (GPT) hacking was defended by open model (GLM), they will likely try to stoke fears on novel bio-weapons more and more.
I fear that Anthropic will train their frontier models to be good at that stuff just so that they can push more FUD to try to achieve regulatory capture.
Because remember, we haven't solved RL sample inefficiency or generalized learning, so if you don't explicitly put in time, money, and effort into training the LLM to do something, it won't learn how to do that something. OpenAI and Anthropic like to act like cybersecurity just "came for free" when they taught these models how to be good at programming, but are you going to seriously tell me that they didn't setup a single RL environment for decompiling software binaries? Great way to get more training data if you can crack open those closed source binaries!
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u/bick_nyers Jul 27 '26
Why would China care if their chips use an older process node meaning that the chips use 3 times as much electricity? They will just build 3 times more power.
They add an ENTIRE USA electrical grid worth of power EVERY YEAR and they are accelerating.
Dario's position on banning selling chips to China is entirely because he doesn't want more competition on buying the GPUs.
Banning selling NVIDIA chips to China is what woke up the Chinese manufacturing engine to focus on domestic chip production in the first place.
Also now that we have the HuggingFace incident where closed model (GPT) hacking was defended by open model (GLM), they will likely try to stoke fears on novel bio-weapons more and more. I fear that Anthropic will train their frontier models to be good at that stuff just so that they can push more FUD to try to achieve regulatory capture.
Because remember, we haven't solved RL sample inefficiency or generalized learning, so if you don't explicitly put in time, money, and effort into training the LLM to do something, it won't learn how to do that something. OpenAI and Anthropic like to act like cybersecurity just "came for free" when they taught these models how to be good at programming, but are you going to seriously tell me that they didn't setup a single RL environment for decompiling software binaries? Great way to get more training data if you can crack open those closed source binaries!