What Happens When Understanding Technology Is Shallow? Weakness

February 14, 2025

dino orange_thumb_thumb_thumbYep, a dinobaby wrote this blog post. Replace me with a subscription service or a contract worker from Fiverr. See if I care.

I like this question. Even more satisfying is that a big name seems to have answered it. I refer to an essay by Gary Marcus in “The Race for “AI Supremacy” Is Over — at Least for Now.”

Here’s the key passage in my opinion:

China caught up so quickly for many reasons. One that deserves Congressional investigation was Meta’s decision to open source their LLMs. (The question that Congress should ask is, how pivotal was that decision in China’s ability to catch up? Would we still have a lead if they hadn’t done that? Deepseek reportedly got its start in LLMs retraining Meta’s Llama model.) Putting so many eggs in Altman’s basket, as the White House did last week and others have before, may also prove to be a mistake in hindsight. … The reporter Ryan Grim wrote yesterday about how the US government (with the notable exception of Lina Khan) has repeatedly screwed up by placating big companies and doing too little to foster independent innovation

The write up is quite good. What’s missing, in my opinion, is the linkage of a probe to determine how a technology innovation released as a not-so-stealthy open source project can affect the US financial markets. The result was satisfying to the Chinese planners.

Also, the write up does not put the probe or “foray” in a strategic context. China wants to make certain its simple message “China smart, US dumb” gets into the world’s communication channels. That worked quite well.

Finally, the write up does not point out that the US approach to AI has given China an opportunity to demonstrate that it can borrow and refine with aplomb.

Net net: I think China is doing Shien and Temu in the AI and smart software sector.

Stephen E Arnold, February 14, 2025

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