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eicker, eicker@lemmy.world

Instance: lemmy.world
Joined: 3 weeks ago
Posts: 18
Comments: 166

Hi! šŸ‘‹ I’m Gerrit and in love with the Internet since 1994. šŸ’ž Media ā–¹ Communication šŸ‘Øā€šŸ”¬ Entrepreneur & Consultant at eickerĀ® [iCare] ā» Reinschauen: eicker.TV šŸ“² Get in touch! šŸ“‡šŸ‡©šŸ‡ŖšŸ‡¬šŸ‡§ #Fedizen #AI #Tech #Media #Sovereignty

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The industry keeps benchmarking against other labs instead of against user needs: If a 3.5GB model answers 95% of everyday questions well enough, the remaining few percent has to justify hundreds of gigabytes of weights, huge energy bills and constant cloud costs.


Stock prices aren’t proof of being right, but they do show investors can change their minds a lot faster than the narratives do.


Apple’s marketing deserves skepticism, but the technical argument is separate. Local inference does not eliminate giant training clusters, it mainly cuts inference costs, latency and improves privacy. Apple still uses cloud models when needed.


Cook’s biggest product might be expectation management. He rarely promises tomorrow’s miracle, which buys Apple room to ship when it suits them instead of when Wall Street gets impatient.


Apple has always been unusually willing to sacrifice short term hype for long term positioning. That does not guarantee they are right, but it is a very different bet from spending hundreds of billions assuming demand will eventually justify the buildout. If AI demand disappoints, discipline suddenly looks a lot more valuable than scale.


About 4+ maxed M4 Studios, I guess. But thatā€˜s not the point: in 80%+ of cases, people won’t need that kind of AI model to solve their problems.


Raw capability is only one metric: A local model probably will not beat the best cloud model any time soon, but it does not need to. If it handles 80 to 90% of everyday tasks instantly, privately and at near zero marginal cost, that is a huge win. Reserve the cloud for the genuinely hard requests, not every prompt.




The decentralised operation of LLMs would also be significantly simpler and cheaper for the use of decentralised renewable energy sources.



The present: Open Weight AI, such as Kimi’s, is already almost exactly as good as ClosedAI from Anthropic and Ā»OpenAIĀ«.


It would seem so. On the other hand, it is puzzling that they did not also allocate the necessary resources to the development of LLMs. 🤷


The interesting part is not whether Apple wins the biggest model race, but whether it changes the economics: If enough AI runs locally, every token avoided is cloud capacity nobody has to build. That is a very different business model from selling ever more cloud compute.


It’s easy to underestimate how different these facilities are: Traditional data centres are built to run millions of separate workloads efficiently. AI data centres are engineered to make tens of thousands of GPUs act like one giant supercomputer. The building may look similar, but the power, cooling, networking and economics are almost an entirely different industry.


The market is fragmented across the Member States, each of which conducts its own research. That is precisely what needs to change. Hopefully, this approach will work.


This is a significant step for Europe’s AI ambitions. Access to large scale compute has become one of the biggest barriers to building competitive AI models. If executed well, these gigafactories could give European startups, researchers, and companies the infrastructure they need to innovate at home instead of relying almost entirely on US or Chinese providers.


This is exactly how the DSA is supposed to work: Once a platform reaches sufficient scale and societal impact, it faces higher transparency and accountability requirements regardless of whether it’s social media, gaming, or AI. If anything, it would be more surprising if major AI platforms weren’t eventually included.


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Because it was always so wonderfully easy to do nothing. Costs have risen, and new realities are increasingly being created in both politics and the economy: in France, Denmark, Schleswig-Holstein and so many other places, large and small.


Without a doubt. And yet: without open source, pretty much everything digital would come to an end straight away. Sometimes what’s visible isn’t what really matters.


We’ve spent years telling kids that every problem is solved by putting another screen in front of them. Now we’re discovering that unlimited access to the world’s biggest distraction might not have been the revolutionary education strategy we thought it was. Technology is a tool, not a teaching method.


Ever since facts have been replaced by ideologies, the obvious has increasingly become a mystery.


Because digital sovereignty isn’t a job title, it’s a procurement strategy: The hiring shows up as cloud engineers, cybersecurity, Linux, semiconductor, networking, public sector IT and compliance roles. The money is real, but it mostly flows through existing industries rather than creating a shiny new profession.


Absolutely. Trust isn’t binary, and it isn’t unique to Chinese models either. Every (frontier) model reflects the incentives, values and constraints of whoever built it. That’s exactly why competition matters.


Unfortunately, based on many years of experience, I have to agree. However, I also see a light at the end of the tunnel, particularly in Europe, where there is a growing desire to break free from the US SaaS stranglehold, using open source software.

Regarding OWAI I see a fundamental difference: Slack isn’t just software, it’s a hosted service with identity, storage and network effects.

An open weight model is more like a compiler: once downloaded, nobody can revoke it. You may still pay for inference, but pricing power drops when anyone can host the same model.


Funny how Ā»open is dangerousĀ« only became the dominant narrative once Chinese models caught up: If your competitive moat depends on governments blocking free alternatives instead of building better products, maybe your moat isn’t technology at all.


Exactly. It’s much easier to regulate an API than software people can download and run on their own hardware. Once Since capable open weight AI models exist, they spread much like Linux or other open source software: mirrors appear, forks emerge, and improvements compound. Governments can make access less convenient, but preventing global distribution altogether is a far harder problem than restricting a hosted service.


AI companies keep promising productivity gains, but one of the first guaranteed outcomes is that everyone else helps pay the electricity bill. If the grid is upgraded for a few hyperscalers while the costs are spread across millions of customers, that’s not a free market. It’s a subsidy with extra steps.


The weird part is that everyone keeps calling it public infrastructure, but if the primary beneficiary is a handful of private AI companies, that argument starts looking pretty thin. Reliable grids benefit everyone. Dedicated power corridors for hyperscalers are a much harder sell, especially when locals bear the costs.


The awkward part is that software has a habit of racing toward free once it becomes good enough. If an open weight model delivers 95 percent of the value without recurring API costs, plenty of companies will choose that and spend the savings on integration instead. History keeps rhyming, even if investors hate the tune.




That’s not necessary: as the Open Weight AI models from the US are rather poor, nobody wants them anyway. 🤷


And on top of that, it’s still saddled with XTwitter’s debts.


I’d argue the models and software are the real long term assets. GPUs depreciate like any other hardware, but a better training pipeline, inference stack, proprietary data, and a model with millions of paying users can survive multiple hardware generations. The chips are replaceable. The ecosystem and customer relationships are much harder to replicate.


Perhaps. The difference with regard to OWAI, however, is that US companies have no alternatives to Chinese suppliers.


Maybe, but Ā»excessive investmentĀ« and Ā»failed technologyĀ« aren’t the same thing: Railroads, fiber optics and the dot com era all burned absurd amounts of capital, yet the infrastructure outlived the investors. AI could follow the same pattern: terrible returns for today’s shareholders, enormous value for tomorrow’s economy.


Using security as a convenient tool to sideline foreign competition is a slippery slope, especially from companies that built their own success on open research.