Kim 指出,美国政府限制前沿AI能力(阻止SOTA被使用),反而让开源模型更吸引自有应用和整体市场,欧盟等国家也可受益。这吸引新投资与理想主义人才,OpenAI 和 Anthropic 将最受监管反噬,间接助推开源(尤其来自中国)。引用称,Anthropic 4月预览 Mythos 后,DeepSeek 因无法竞争而融资74亿美元;此前该实验室靠 CEO 梁文锋个人财富,现有约300人,计划至少翻倍。
I think many people are not yet aware of the tectonic shift taking place.
By preventing state-of-the-art capabilities - at least insofar as we are able to use them - open source becomes not only more attractive for one's own applications, but more attractive overall.
This also applies, for example, to entire states such as the European Union, provided it genuinely sets itself the goal of implementing AI.
This not only attracts new investments and fresh capital, but also creates an opportunity for a PR coup that draws many idealists toward open-source companies.
In that sense, I can well imagine that companies like OpenAI and Anthropic will suffer the most from regulation by the U.S. government - on two fronts - and that this indirectly does open source a tremendous service, especially given that it now primarily comes from China.