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加密狗
@jiamigou
只做精品内容:AI、Alpha、美股、链上| Binance官网 : |#Bitget# 资料:
Joined December 2021
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很多人在转发下面这张图:Kimi K3 超过 Claude 5。但我觉得,真正值得看的不是榜单,而是 OpenAI 战略负责人 Dean W. Ball 的「小作文」。 🩸小作文含金量极高,表面在聊 Kimi 的技术,实际上挑明了硅谷闭源 AI 巨头,对中国开源生态的底层焦虑。 ✅我总结了里面 5 个底层商战逻辑: 1⃣Dean承认Kimi K3,很强:这不是“抄作业”抄出来的 我在这里解释一下,科技界喜欢说的什么叫蒸馏(Distillation)是什么? 举个例子: 就像班里的学霸(OpenAI)做完了全套高难度试卷,普通的学生(其他厂商)把学霸的题目和答案买过来,天天背诵模仿,最后考试也考了高分。 ——这就叫“蒸馏”,说白了就是走捷径、抄作业。 Dean 的潜台词说的是: “这次我测了 Kimi K3,发现它不是靠死记硬背学霸答案过关的,它是真的自己把这套复杂的逻辑搞懂了。至少在 Agent 编程领域,中国顶尖 AI 已经进入全球第一梯队。” ——好了,班里的学霸/第一名,感觉到危险了。 🔸就像散户亏了钱,要怪KOL;学霸要被超了,要怪班主任一样。 Dean也要怪人了,他怪美国政府。 接着看他怎么怪美国政府的? 2⃣中国开源,是因为被美国“卡脖子”逼的 ▫️面对 Kimi K3 宣布开源,Dean 猜测:中国搞开源,很大一部分原因是美国卡了高端 GPU。 因为做闭源、卖 API,需要海量顶级显卡承载全球用户并发。而高端 GPU 受出口限制,中国这条路确实不好走。 既然没办法像 OpenAI、Claude、Google 那样,靠卖 API 每个月收订阅费。那干脆换一条路,直接把模型权重(Open Weight)免费开放,让全世界用自己的服务器去跑。 Dean 的意思其实很简单:中国不用自己烧算力,却可能砸掉 OpenAI、Claude、Google 的饭碗。 🔸怪完了人,发完牢骚,接下来开始焦虑。 3⃣资本的焦虑:免费的自来水,会毁了瓶装水生意 ▫️Dean 的原话大意: 如果大家都能免费下载Kimi K3这么好的开源模型,谁还花几百亿去研发下一个大模型?这会让 AI 变成政府补贴的公共基础设施。 🧲我觉得这是整篇文章里 Dean 最主观、也最代表 OpenAI 利益的一段。 举一个生动比喻: 🔹硅谷的商业逻辑是资本主义——我投入 500 亿美元研发出最厉害的 AI(瓶装水),然后卖给你赚钱,赚了钱我再去研发更好的 AI。 🔹但现在,中国直接在旁边挖了一口井,清甜甘冽,完全免费(开源自来水)。这口井,就是开源模型。 从这里可以看出Dean 的潜台词,有两个递进关系: 🔹如果免费的 Kimi 就能解决企业 90% 的前端代码问题,谁还愿意每个月给 OpenAI、Anthropic、Google 掏高额的订阅费? 🔹如果大家都赚不到钱,投资人就会收手。最终,AI 研发没办法靠商业暴利驱动,只能变成像修公路、造电网一样,由国家出钱补贴、人人免费用的‘公共基础设施’。 这在老美眼里,简直是商业竞争的‘地狱故事’(虽然对开发者是天堂)。” 🔸怪完了人,发完了牢骚,开始找妈了。 👇看看 Dean 怎么支招。 4⃣Dean 预测:美国政府要开始玩“心理战”了 ▫️Dean 的原话大意: 特朗普政府未来未必会真正禁止中国开源模型,因为禁止不了。更现实的办法,是让各个监管部门不断释放风险信号、制造 FUD。 🔸是不是很熟悉?以前搞不过日本汽车,就加税;搞不过中国产品,就加税。 现在 AI 开源没法加税,也很难直接禁止。那怎么办?——制造监管风险。 举个生动的比喻:就像某天美联储或者安全部门突然发个通知:“根据某些内部线索,中国开源的 AI 模型里可能留有后门,请各大银行和企业谨慎使用。” 🔸有没有后门先不说,我不是技术,我也不知道。但银行、大企业一看,马上就不敢用了。 😱我靠,这是魔法攻击呀,用“有后门”制造恐慌;大银行、企业,自己就会禁止员工用开源模型😱 5⃣最后,再恐吓一下同行 怪完美国政府,分析完商业模式,Dean 最后又提醒了一下整个行业。 ▫️Dean 的原话大意: 现在 Kimi 只是写代码。未来如果更强大的 AI 全部开源,任何人都能下载、修改、部署。那时候,风险可能就真的来了。 举个例子:闭源模型,就像关在 OpenAI 动物园里的老虎。有安全栅栏,有管理员。而开源模型,就像把老虎的基因序列公开了。任何人都可以自己在家复制一只,甚至改得更凶。 🔸Dean 的潜台词: 现在的 Kimi 还不会毁灭世界。但如果未来更强的 AI 也全部开源,那可能就真的没有后悔药了。 好吧,美国人玩舆论,确实有一套。 ✅总结一下: Dean Ball 这篇文章看似在聊技术,其实是在给美国政客和投资人敲警钟。 他真正想说的是: 🔹别再以为中国 AI 只会抄袭了。 🔹他们现在拿着世界一流的模型搞免费开源,正在用‘不讲理的免费模式’砸我们在硅谷建立的‘付费商业模式’。 🔹如果美国不尽快用监管、合规等手段提高企业使用中国开源模型的门槛,那么几千亿美元支撑起来的闭源商业故事,未来可能越来越难讲下去。
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Some observations on Kimi: 1. It's a very good model! I don't think its performance can be explained away by distillation or anything like that. In agentic coding sessions, it seems pretty much on par with the best public models of Q1 2026. In my fairly limited use, it also seemed very token hungry. It's not obvious to me that this model is actually that cheap to run. 2. I am personally surprised the Chinese state continues to allow the open sourcing of models this good, given potential risks. To be clear, I *myself* might be fine with models presenting this level of marginal risk being open weight, but I am surprised that China is fine with it. I suspect the reason they are is 75% explained by strategic blindness/lack of AGI-pilledness (the CCP is very Yann Lecun-y in its views of AI). The other 25% or so is their lack of compute for customer inference (making China's open-weight strategy an unintended byproduct of US export controls) and the normal Chinese strategy of aggressive exports. For the companies, as opposed to the government, the decision to open source is partially ideological and partially because they are behind, and they know that very few people would pay for sub-frontier models from China. 3. Open-weight models are inherently decelerationist, and I'm continually surprised to see the so-called "accelerationists" so excited about open-weight models. I suspect the reason they are is that they know open-weight models are effectively ungovernable, and they simply like the overall cloak of ungovernability open-weight models create over the whole of AI. It's not a bad strategy; it reminds me of James Scott's recounting of the hill people in "the art of not being governed." Still, in the end, open-weight models deter further AI capex. 4. One probable outcome of an open-weight-model-dominant world is full AI communism, which is precisely what China proposes: rather than a market product, AI is a "public good" which will ultimately be provided by the state as a kind of "digital public infrastructure." This future strikes me as a dystopian hellscape, but I've never met an open-weight models advocate who doesn't ultimately concede this is where things end. You'd be surprised how many 'accelerationists' lobbied me, while I was in government, to support an eleven or twelve-figure federally funded data center so that startups could train models at a subsidy and then give them away for free. There was no other way for AI to progress, they said. Perhaps this is the logical end state of things. Nonetheless, I find myself surprised to see supposed accelerationists excited about such an outcome. I think many of them just don't know what they're doing. Many accelerationists do not view the creation and serving of frontier models as a legitimate business. 5. I would guess that the Trump Administration will at some point realize that their best strategy here would be to create large amounts of regulatory risk around the use of open-weight Chinese models. You don't need to "ban open source" (one of the dumber motifs of AI policy discussion). You just need to direct every agency to issue soft law that creates FUD. "A Federal Reserve Advisory Bulletin found that there may be backdoors in Chinese AI models." It needn't be that well justified. You just create enough regulatory risk that every regulated enterprise backs off. You probably don't want to create so much regulatory risk that you scare off the hyperscalers from serving Chinese models; this will just drive startups to sketchier providers. There's a happy middle ground here. I'd assume they will do some version of this. 6. It's probably true that open-weight models of this capability make the world a bit more dangerous, but not so much more that you'll really notice. At some point the models will be capable enough that you will notice. "A nonliving, invisible, dangerous, and infinitely self-replicating agent escaped from a Chinese lab," you say? Color me shocked.
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