Ancestors

Written by James Tindall on 2025-01-28 at 04:36

What’s interesting about Deepseek is just how novel it seems when we see real competition in the AI space and from entrants beyond the usual big-tech monopolies. The stock markets were clearly not accustomed to or anticipating such a challenge to the big-tech hegemony. Is that the sound of a bubble popping just as Trump went all in on project Stargate? 1/

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Toot

Written by James Tindall on 2025-01-28 at 09:15

The excerpt attached is from OpenAI's "Economic Blueprint" published on Jan 13th. You might recall, Rocko's Basilisk and Andreesen's Basilisk (see my post on these if not)? Well, this is Altman's Basilisk. He ensnares Trump & America (to the tune of 500B USD) through its need for economic Imperialism with the threat of future Chinese ASI: "this is a race America can and must win." Thus he makes the race to ASI an existential one, implying that failure to back this effort would be v P(doom)

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Descendants

Written by James Tindall on 2025-01-28 at 09:23

Another interesting tidbit from Deepseek, is that despite being based in China, they appear to have been captured by the same Longtermist ideology as those driving AI in the US. The whole TESCREAL thing and the moral relativism of the near term sacrifice of billions in the interests of the trillions of lives in the potential light cone of humanity's future. Pic attached is a screen grab of their twitter bio.

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Written by James Tindall on 2025-01-28 at 10:34

While Deepseek does seem to have cut the cost of developing prediction machines on a par with OpenAI by an order of magnitude. $5.6m still puts the price of entry at a level where the "race to AI" remains a capital concentration game.

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Written by James Tindall on 2025-01-28 at 11:17

Crowing at the sudden volatility of tech stocks in the wake of Deepseek, as it will hurt venture capitalists, is perfectly justified. But it may well serve to further concentrate the arena of AI and restrict entry into it to only companies able to risk big losses. A risky, volatile market tilts the board towards the largest concentrations of capital, just as climate instability does --as ever, prediction machines, capital and (climate) crisis are deeply interconnected.

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