Silicon Valley Tech Leader's reactions to DS

三心三意
楼主 (文学城)

This week, Silicon Valley leaders confronted their first serious AI rival from China: DeepSeek. OpenAI chief executive Sam Altman, sensing the heat, said his company will launch some products a little earlier than planned. Other industry leaders said it validated the worth of open-source models at a time when companies have been growing more secretive.

But most tech leaders, especially those who build services on top of AI systems, said a new entrant would help lower prices and expand the market by making AI more accessible.

Here are some of the top leaders' reactions:

OpenAI CEO Sam Altman, on X: "deepseek's r1 is an impressive model, particularly around what they're able to deliver for the price...we will obviously deliver much better models and also it's legit invigorating to have a new competitor!" Marc Benioff, CEO of Salesforce: "This is kind of classic in our industry. The pioneers are not the ones who end up being the victors." Satya Nadella, CEO of Microsoft, on X: "As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of." Yann LeCun, Chief AI Scientist at Meta, on Threads: "To people who see the performance of DeepSeek and think: 'China is surpassing the US in AI.' You are reading this wrong. The correct reading is: 'Open source models are surpassing proprietary ones.'" Ali Ghodsi, CEO of data management company Databricks: "The game here [in the U.S.] was to throw as much money at it as possible. In China, they took a different path with much more frugal and intelligent approaches." Former Intel CEO Pat Gelsinger, on X: "1) Computing obeys the gas law. Making it dramatically cheaper will expand the market for it. The markets are getting it wrong, this will make AI much more broadly deployed."
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wave1234
问过一个做AI的技术人员,DS模型完胜Meta, 但是和Open AI差距还很大。
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wave1234
现在最紧张的应该是Meta,DS已经把Meta 的AI 吃透了。
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wave1234
小扎发誓,Llama 4 会惊天动地。要是被DS升级版打败,就尴尬了。
加州lalin
Llama和transformer不开源,今天还会有DS吗?Open AI闭源到底是对还是错?
丁丁在美洲
DS也开源了,而且把技术路线也发论文公布了,算是投桃报李吧
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wave1234
Jobs 一直主张闭源,才让苹果走到了今天,要不早就被卷死了。幸亏Open AI 闭源,要不美国这次输的底裤都没了。
加州lalin
现在的评论都是不完整开源。训练数据源和审查功能都没公开
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wave1234
小扎之所以开源,是想建立ecosystem, 挤垮其它家AI 公司,结果被截胡了。
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wave1234
小扎机关算尽,结果被人家算进去了。
加州lalin
是得卷死。开源项目开始容易,继续维护费用极高,其实都是由大公司支持才存在的。
加州lalin
谷歌的法国人杨立昆继续倡导开源。
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QQQ2074
我觉得是选对了触摸屏,而且是第一个。要不然闭源也没有
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wave1234
傻呗。看看国内IT 大佬怎么说开源的

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wave1234
操作系统啊。
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wave1234
DS 开源完全是政治目的。
丁丁在美洲
DS的主要贡献其实是那篇论文,告诉大家怎么用reinforcement learning快速廉价的训练大模型

有了这个,Meta和其他公司也可以用同样的方法训练大模型。我在LinkedIn上的几百个connect大多数都是做AI的,现在大家在上面讨论最多的不是这个模型本身,而是他们发的这篇论文,有人根据他们的方法用了这个在家用十几台iMac搭建的cluster就训练了一个不错的模型

加州lalin
欧洲人在这方面是天真。
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wave1234
白左圣母,比犹太人差远了。
加州lalin
平价版的AI呗。降低初创企业的入门,不过它的压缩技术注定做不了AGI。
加州lalin
昨天最不可思议的就是杨立昆的开源战胜闭源的观点。
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wave1234
输了还嘴硬。他的一个外号 嘴强科学家。
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pichawxc
小扎特长是赚钱,搞技术差点。他手下人才多,也最贵,就是AI产品排名差。
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youtub
Deepseek主要抄的还不是Llama,是另外一家。
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Maui2021
科学家还是挺单纯的