开源 AI,正在改变全球 AI 竞争的节奏。
越来越多人开始意识到,一个国家或一家公司的领先优势,很难长期依靠封锁来维持
Kimi K3 的出现,让很多人重新评估了开源模型的发展速度
一个月前还觉得遥远的能力,现在已经进入第一梯队
真正值得关注的变化,是竞争重点开始发生转移
模型越来越强之后,基础设施、开发者生态、开源社区、应用扩散速度都会影响最终结果
谁能吸引更多开发者,谁能让技术更快落地,谁就更容易形成长期优势
未来 AI 竞争,可能越来越像生态之间的竞争,而不是单个模型之间的竞争
你觉得未来 AI 最大的护城河会是什么?领先模型,还是开放生态?
It’s fairly obvious that gate keeping models will not work at scale.
Competing in AI is too economically and strategically important for China at this point, and we’ve now crossed the rubicon where it’s clear that they can compete at near frontier levels. If this were even just 1 month ago and we saw kimi k3 our brains would be broken.
The solution to this isn’t to get more locked down and slow your own ecosystem. If that happens, you can guarantee that America loses the global battle (or just fights with more and more regulation to mixed success).
The solution is to -safely- ensure that you keep a high rate of progress and drive diffusion of the technology, build out infrastructure, enable US OSS, and more.