there was never a need to rush other than for capitals self interest to control
if frontier labs wanna pace the frontier, they should be honest and return the compute back to the people
there was never a need to rush other than for capitals self interest to control
if frontier labs wanna pace the frontier, they should be honest and return the compute back to the people
[1] https://sumsec.me/2026/liang-wenfeng-investor-meeting-transc...
i don't really think distilling is even that fundamental anymore (nor was the evidence ever that strong - https://msukhareva.substack.com/p/is-kimi-k3-really-distille...), the game is all RL now, and you don't need american progress for that at all (just compute and data, and the data brokers will sell to anyone no problem)
i do think there are black market proxies from china to the US trying to sell "claude" and "deepseek" access mixed together, and i do think that prompt distribution is probably going to be very nice datasets