為什么中國(guó)在將像DeepSeek這樣的AI應(yīng)用快速集成到各種產(chǎn)品中,而美國(guó)的OpenAI在產(chǎn)品集成方面卻毫無(wú)進(jìn)展?
Why has China been so fast at integrating AI applications like DeepSeek into all kinds of products, while the US's OpenAI has not moved at all in product integration?
譯文簡(jiǎn)介
網(wǎng)友:這也是 DeepSeek 模型快速?gòu)V泛應(yīng)用和整合的原因之一。,另一個(gè)原因是DeepSeek一經(jīng)發(fā)布就獲得了極大的關(guān)注,誰(shuí)能忘記當(dāng)時(shí)美國(guó)科技股市值暴跌1萬(wàn)億美元,創(chuàng)下納斯達(dá)克歷史上最大單日跌幅。
正文翻譯
Why has China been so fast at integrating AI applications like DeepSeek into all kinds of products, while the US's OpenAI has not moved at all in product integration?
為什么中國(guó)在將像DeepSeek這樣的AI應(yīng)用快速集成到各種產(chǎn)品中,而美國(guó)的OpenAI在產(chǎn)品集成方面卻毫無(wú)進(jìn)展?
為什么中國(guó)在將像DeepSeek這樣的AI應(yīng)用快速集成到各種產(chǎn)品中,而美國(guó)的OpenAI在產(chǎn)品集成方面卻毫無(wú)進(jìn)展?
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OpenAI is full of self-importance, being the first with the reasoning model, named ChatGPT o1. CEO Sam Altman tells investors that vast sums of money and computing power are needed to stay at the forefront of AI. It is about big investments for big returns, about dominance and control. He was the prime mover in the $500 billion AI fund.
It did not pay attention to applications, which it expects, would follow naturally given its leadership and its first-mover advantage. Competition in the US from Google Germini, Meta Llama, and Andropic Claude, was not intense enough to give it the extra kick.
OpenAI充滿(mǎn)了自大,成為第一個(gè)推出推理模型的公司,命名為ChatGPT 01。首席執(zhí)行官Sam Altman告訴投資者,保持在AI前沿需要巨額資金和計(jì)算能力。這關(guān)乎巨額投資和巨大的回報(bào),關(guān)乎主導(dǎo)地位和控制。他是5000億美元AI基金的主要推動(dòng)者。
它沒(méi)有關(guān)注應(yīng)用程序,它認(rèn)為,鑒于其領(lǐng)先地位和先發(fā)優(yōu)勢(shì),應(yīng)用程序自然會(huì)隨之而來(lái)。在美國(guó),來(lái)自 Google Germini、Meta Llama 和 Andropic Claude 的競(jìng)爭(zhēng)還不夠激烈,不足以給它帶來(lái)額外的動(dòng)力。
US deemed itself the world’s AI leader. China was a distant second. To make sure it can never catch up, it banned the export of advanced chips to China, the equipment to make them, and threatened non-US firms with penalties if they did not comply. Nvidia had to design special downgrades for the Chinese market.
該行業(yè)的戰(zhàn)略是通過(guò)逐步改進(jìn)其型號(hào)來(lái)保持市場(chǎng)的興奮,并在國(guó)內(nèi)外鞏固其成果。
美國(guó)自認(rèn)為是世界AI的領(lǐng)導(dǎo)者,中國(guó)則位居第二。為了確保中國(guó)永遠(yuǎn)無(wú)法趕上,美國(guó)禁止向中國(guó)出口先進(jìn)芯片、制造這些芯片的設(shè)備,并威脅如果非美國(guó)公司不遵守,將會(huì)受到懲罰。英偉達(dá)不得不為中國(guó)市場(chǎng)設(shè)計(jì)特定的降級(jí)版本。
It spent only $5.6 million to train the v3 and R1 models. R1 comes with a set of smaller, cheaper, and faster “distilled” variants, for users with limited computing power. Not only was the training cost low, the cost of running it as well. Firms that make use of the models to create services are charged less than 1/10 the charges of the US models.
DeepSeek 有著不同的起源。它是 High-Flyer 對(duì)沖基金的衍生品,其動(dòng)機(jī)并非純粹的商業(yè)。創(chuàng)始人梁文峰表示,他將 DeepSeek 設(shè)為開(kāi)源,希望防止這項(xiàng)技術(shù)被少數(shù)公司壟斷。他實(shí)現(xiàn)了人工智能的民主化。它僅花費(fèi)了 560 萬(wàn)美元來(lái)訓(xùn)練 v3 和 R1 模型。R1 提供了一組更小、更便宜、更快速的“精煉”版本,適用于計(jì)算能力有限的用戶(hù)。訓(xùn)練成本不僅低,運(yùn)行成本也很低。利用這些模型開(kāi)發(fā)服務(wù)的公司,其收費(fèi)不到美國(guó)模型的 1/10。
這也是 DeepSeek 模型快速?gòu)V泛應(yīng)用和整合的原因之一。,另一個(gè)原因是DeepSeek一經(jīng)發(fā)布就獲得了極大的關(guān)注,誰(shuí)能忘記當(dāng)時(shí)美國(guó)科技股市值暴跌1萬(wàn)億美元,創(chuàng)下納斯達(dá)克歷史上最大單日跌幅。
因此,各大公司紛紛在其系統(tǒng)和產(chǎn)品中采用區(qū)塊鏈技術(shù)——電信公司、汽車(chē)公司、智能手機(jī)、各種制造業(yè)、基金管理和咨詢(xún)公司、平臺(tái)公司都將其整合到自己的模型中,甚至地方政府也將其納入其中,以增強(qiáng)其服務(wù)。
但它并不是一路順風(fēng)。競(jìng)爭(zhēng)非常激烈。中國(guó)有數(shù)十家人工智能公司。比較知名的有阿里巴巴的 Qwen、騰訊的 Hunyuan、百度的 Ernie、字節(jié)跳動(dòng)的 豆寶和 Kimi。幾天前,百度發(fā)布了 Ernie X1 和 Ernie 4.5,受到了廣泛好評(píng),其股價(jià)也隨之上漲。稍早前,阿里巴巴發(fā)布了 Qwen 2.5,一款處理圖像和音頻輸入的多模態(tài)模型。它在清晰度、深度、推理、創(chuàng)造力和透明度方面超越了 DeepSeek。這些都是開(kāi)源的。
因此,你可以預(yù)期未來(lái)會(huì)有更多的創(chuàng)新、更廣泛的應(yīng)用和整合。目前中國(guó)正處于人工智能產(chǎn)業(yè)的繁榮期。
The US economy has become so thoroughly financialized by financial rent-seekers that the measure of success is no longer making products and services, but how much capital new companies can raise in their funding rounds.
OpenAI became so obsessed about raising funding to raise its company valuation that it lost sight of product development, and has now resorted to advising the Trump administration to block access to DeepSeek, OpenAI’s leading competitor.
美國(guó)經(jīng)濟(jì)已經(jīng)被金融租金尋租者徹底金融化,成功的衡量標(biāo)準(zhǔn)不再是生產(chǎn)產(chǎn)品和提供服務(wù),而是新公司在融資輪次中能夠籌集多少資本。
OpenAI 太過(guò)癡迷于籌集資金以提高公司估值,以至于失去了對(duì)產(chǎn)品開(kāi)發(fā)的關(guān)注,現(xiàn)在竟然轉(zhuǎn)而建議特朗普政府建議封鎖 DeepSeek 的訪(fǎng)問(wèn),DeepSeek 是 OpenAI 的主要競(jìng)爭(zhēng)對(duì)手。
DeepSeek has the advantage of being in the country which is also the manufacturing powerhouse in the world, which produces electric vehicles, solar panels, space research and health devices, just to name a few. It was relatively easy for DeepSeek to win local traction, and after the Chinese government recognized their success, it went up from there.
當(dāng)你打不過(guò)他們時(shí),就告訴政府封鎖他們,因?yàn)樗麄儗?duì)美國(guó)構(gòu)成了國(guó)家安全威脅,尤其是對(duì)那些忘記如何做產(chǎn)品的美國(guó)初創(chuàng)公司。
DeepSeek 擁有的優(yōu)勢(shì)是,它位于世界制造業(yè)強(qiáng)國(guó)——中國(guó),生產(chǎn)電動(dòng)汽車(chē)、太陽(yáng)能電池板、航天研究和健康設(shè)備,僅舉幾例。DeepSeek 相對(duì)容易獲得當(dāng)?shù)氐闹С郑⑶以谥袊?guó)政府認(rèn)識(shí)到他們的成功后,事業(yè)也隨之發(fā)展。
原創(chuàng)翻譯:龍騰網(wǎng) http://www.equalizerredsea.com 轉(zhuǎn)載請(qǐng)注明出處
It is just left with competing on fundraising, because that is all it can do.
美國(guó)沒(méi)有像比亞迪、DJI、寧德時(shí)代這樣的主要制造商能夠競(jìng)爭(zhēng)。由于現(xiàn)在沒(méi)有世界級(jí)的制造商,根本無(wú)法將 AI 融入到他們的產(chǎn)品中。
美國(guó)只剩下在融資方面競(jìng)爭(zhēng),因?yàn)槟鞘撬麄兾ㄒ荒茏龅氖虑椤?/b>
I’m waiting for the next bubble from Silicon Valley and Wall Street.
Do you have any ideas?
那么接下來(lái)是什么呢?
我在等待硅谷和華爾街的下一個(gè)泡沫。
你有什么想法嗎?
They key is synergy. Chinese entrepreneurs are open to share their core competence with a cooperative spirit for maximum synergy. One prominent example is that on September 13, 2023, Huawei and xiaomi reached a global patent cross-licensing agreement, resolving a patent dispute and covering multiple communications technologies, including 5G. They both flourished and kick American asses worlewide.
There is nothing open about OpenAI, a closed-source platform, because all American capitalists are territorial and selfish. They are on their own fighting battle royale to the last one standing. Good luck.
關(guān)鍵是協(xié)同效應(yīng)。中國(guó)企業(yè)家愿意分享他們的核心競(jìng)爭(zhēng)力,以合作精神實(shí)現(xiàn)最大化的協(xié)同效應(yīng)。一個(gè)顯著的例子是,2023年9月13日,華為和小米達(dá)成了全球?qū)@徊嬖S可協(xié)議,解決了專(zhuān)利爭(zhēng)議,涵蓋了包括5G在內(nèi)的多項(xiàng)通信技術(shù)。他們都繁榮發(fā)展,并在全球范圍內(nèi)擊敗了美國(guó)。
而 OpenAI 完全不是開(kāi)放的,它是一個(gè)閉源平臺(tái),因?yàn)樗忻绹?guó)資本家都是領(lǐng)土性的,自私的。他們各自為戰(zhàn),最后一個(gè)站著的才算贏家。祝你好運(yùn)。
It is not only about AI, but mass of the new technology is fast integrated in all kinds of products and applications in China. Faster than most of other places.
The overall vibe of soceity is open and generous to the new technology. People like to give new things chance. And business will soon adopt new technology after found that it is really help to save cost and/or improve productive force.
There is so far no strong enough vested interest to block the road.
Like bank power is not strong enough to block the road for any epayment.
不僅僅是人工智能,中國(guó)大量新技術(shù)正在快速融入各類(lèi)產(chǎn)品和應(yīng)用,速度比其他大多數(shù)地方都要快。
社會(huì)整體氛圍對(duì)新技術(shù)持開(kāi)放和寬容的態(tài)度。人們?cè)敢饨o新事物機(jī)會(huì)。企業(yè)在發(fā)現(xiàn)新技術(shù)確實(shí)有助于節(jié)省成本和/或提高生產(chǎn)力后,很快就會(huì)采用它。
目前還沒(méi)有足夠強(qiáng)大的既得利益集團(tuán)來(lái)阻擋這條道路。
就像銀行的力量還不足以阻擋任何電子支付的道路。
Open AI had a great breakthrough in 2022 with Chat GPT
They believed their product was so unique and so revolutionary that they set a massive price tag on it and proposed a model that could potentially lead to the next Skynet one day
The entire US Tech ecosystem envisioned billions of dollars into Data Centres, Powerful servers and Powerful Chips
When the investment is so high, it is obvious the applications where such AI is likely to be used would also be high revenue generating applications
OpenAI 在 2022 年取得了巨大的突破,推出了 ChatGPT。
他們相信自己的產(chǎn)品是如此獨(dú)特且革命性,以至于給它定了一個(gè)高昂的價(jià)格,并提出了一個(gè)可能會(huì)導(dǎo)致未來(lái)某一天出現(xiàn)天網(wǎng)的模型。
整個(gè)美國(guó)科技生態(tài)系統(tǒng)預(yù)見(jiàn)到數(shù)十億美元將投入數(shù)據(jù)中心、強(qiáng)大的服務(wù)器和強(qiáng)大的芯片。
當(dāng)投資如此之高時(shí),很明顯,使用這種人工智能的應(yīng)用也將是高收入的應(yīng)用。
That level of complexity and that level of potential revenue generation to justify so many billions of dollars of investments
因此,OpenAI 及其產(chǎn)品整合的愿景是,人工智能將被用于 F-22 或 F-35,或者一款全新的戰(zhàn)斗轟炸機(jī),能夠由人工智能自動(dòng)駕駛,并能自主選擇并打擊目標(biāo)。
這種程度的復(fù)雜性和潛在的收益水平證明了數(shù)十億美元的投資是合理的
Deepseek came along and demonstrated that with a fraction of the investment, it was able to provide a functionality on par with ChatGPT
The Chinese Tech ecosystem envisioned integration of AI Models into other models, into products such as Toys, Robots, Drones and even Medical Equipment & integration with e commerce platforms, search engines and other basic low level applications used by 500 million people
Deepseek 的出現(xiàn)證明了,只需一小部分投資,它就能提供與 ChatGPT 相當(dāng)?shù)墓δ?br /> 中國(guó)科技生態(tài)系統(tǒng)設(shè)想將人工智能模型集成到其他模型中,應(yīng)用于玩具、機(jī)器人、無(wú)人機(jī),甚至醫(yī)療設(shè)備,并與電子商務(wù)平臺(tái)、搜索引擎以及其他500百萬(wàn)用戶(hù)使用的基礎(chǔ)低級(jí)應(yīng)用程序集成。
This time the Chinese have triumphed because this method has led to better and better models emerging from China with more advanced applications such as Manus AI
這些應(yīng)用的規(guī)模要小得多,收入和回報(bào)也更低,但相比美國(guó)科技公司承諾的巨大投資,所需的投資也是一小部分。
這一次,中國(guó)人取得了勝利,因?yàn)檫@種方法促使中國(guó)涌現(xiàn)出越來(lái)越優(yōu)秀的模型,并產(chǎn)生了更多先進(jìn)的應(yīng)用,比如 Manus AI。
Meanwhile OpenAI with all those billions is struggling to evolve into the next iteration
與此同時(shí),OpenAI 在投入了所有那些數(shù)十億美元后,仍在努力發(fā)展到下一代。
Its like one side has invested into a huge, expensive Michelin style restaurant with the best chefs and most expensive dishes
Now they are waiting for the wealthy customers to arrive and start making money to justify all the expense by selling Noodles for 200 Dollars a plate
就像一方投資了一家巨大的、昂貴的米其林風(fēng)格餐廳,擁有最好的廚師和最昂貴的菜肴,現(xiàn)在他們?cè)诘却挥械念櫩颓皝?lái),用200美元一盤(pán)的面條來(lái)開(kāi)始賺錢(qián),以證明所有的開(kāi)支是值得的。
Meanwhile the other side has invested into small clean but inexpensive restaurants offering the same noodles with the same taste for 2.50 Dollars a plate and have opened to all members of the general public
With more and more customers, they have moved on to start making automated equipment to actually make noodles instead of relying on Chefs
與此同時(shí),另一方投資了小而干凈但價(jià)格低廉的餐廳,提供相同的面條,同樣的口味,每盤(pán) 2.50 美元,并且向所有普通顧客開(kāi)放。隨著越來(lái)越多的顧客,他們開(kāi)始制作自動(dòng)化設(shè)備,實(shí)際上用機(jī)器來(lái)做面條,而不是依賴(lài)廚師。
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OpenAI need to start from scratch on their financial modelling and this means saying goodbye to the heavy investments already made into the original vision of OpenAI
OpenAI 需要從頭開(kāi)始重新進(jìn)行財(cái)務(wù)建模,這意味著要告別已經(jīng)投入到 OpenAI 原始愿景中的大量投資。
China’s got?the combo of a government that shoves tech down everyone’s throat and companies that sprint to kiss bureaucratic ring. No?fuss about “ethics” or “privacy” clogging the pipes—just slap AI on everything, fix the bugs later. Meanwhile, the U.S. is?too busy arguing if ChatGPT’s gonna write hate speech or whatever. OpenAI’s stuck in lawsuit purgatory, waiting for some committee?to approve their app upxe. Also, Chinese consumers? They’ll beta-test your glitchy AI toilet paper dispenser if it scans their?face first. Over here, everyone’s allergic to data harvesting unless it’s disguised as “personalized ads.” Different vibes, I guess.
中國(guó)有著一種政府強(qiáng)迫技術(shù)普及的模式,同時(shí)企業(yè)也爭(zhēng)先恐后地去迎合官僚的要求。沒(méi)有什么“倫理”或“隱私”之類(lèi)的麻煩阻礙——只要把 AI 應(yīng)用到一切上,先把問(wèn)題解決再說(shuō)。與此同時(shí),美國(guó)則忙著爭(zhēng)論 ChatGPT 會(huì)不會(huì)寫(xiě)仇恨言論之類(lèi)的東西。OpenAI 被困在訴訟的泥潭中,等待某個(gè)委員會(huì)批準(zhǔn)他們的應(yīng)用更新。此外,中國(guó)的消費(fèi)者?只要能掃描他們的臉,他們會(huì)幫你測(cè)試那些有故障的 AI 衛(wèi)生紙分配器。而在這里,大家對(duì)數(shù)據(jù)收集過(guò)敏,除非它被偽裝成“個(gè)性化廣告”。氣氛完全不同我猜。
原創(chuàng)翻譯:龍騰網(wǎng) http://www.equalizerredsea.com 轉(zhuǎn)載請(qǐng)注明出處
China's rapid integration of AI applications like DeepSeek into various products can be attributed to several factors. First, China's approach to AI development is heavily backed by government support, with significant investment in research, infrastructure, and AI startups. The government has a more centralized approach that allows for faster implementation of AI technologies into consumer products, often with fewer regulatory hurdles. In addition, China has a large and diverse consumer base, providing ample data for AI development and integration. Companies like Tencent, Alibaba, and Baidu also benefit from a more flexible regulatory environment, enabling them to deploy AI products more quickly and at scale.
中國(guó)將 AI 應(yīng)用,如 DeepSeek,迅速融入各種產(chǎn)品的原因可以歸結(jié)為幾個(gè)因素。首先,中國(guó)在 AI 開(kāi)發(fā)方面得到了政府的大力支持,政府在研究、基礎(chǔ)設(shè)施和 AI 初創(chuàng)企業(yè)方面進(jìn)行了大量投資。政府采取的是一種更加集中的方式,這使得 AI 技術(shù)能夠更快地融入消費(fèi)產(chǎn)品,并且通常面臨的監(jiān)管障礙較少。此外,中國(guó)擁有龐大且多樣化的消費(fèi)者基礎(chǔ),為 AI 的開(kāi)發(fā)和整合提供了充足的數(shù)據(jù)。像騰訊、阿里巴巴和百度等公司也受益于更加靈活的監(jiān)管環(huán)境,使得它們能夠更快、更大規(guī)模地部署 AI 產(chǎn)品。
相比之下,盡管美國(guó)的 OpenAI 在人工智能領(lǐng)域取得了顯著進(jìn)展,但其主要關(guān)注的是開(kāi)發(fā)大型語(yǔ)言模型(如 GPT)和其他基礎(chǔ)技術(shù)。OpenAI 在產(chǎn)品整合方面的速度可能較慢,因?yàn)樗扇×烁鼮橹?jǐn)慎的商業(yè)化策略,確保安全性、倫理考慮,并應(yīng)對(duì)人工智能潛在的濫用問(wèn)題。此外,作為一個(gè)以研究為導(dǎo)向的組織,OpenAI 的結(jié)構(gòu)導(dǎo)致其產(chǎn)品的實(shí)施較為漸進(jìn),因?yàn)樗c微軟等公司合作進(jìn)行更廣泛的部署。
至于騰訊音樂(lè)娛樂(lè),根據(jù)他們最新的報(bào)告,他們大約有 8100 萬(wàn)付費(fèi)用戶(hù)。請(qǐng)注意,這些數(shù)字可能會(huì)隨時(shí)間變化,因此最好查看最新的財(cái)務(wù)報(bào)告以獲取最新信息。
Open AI was original in terms of producing a product before other tech companies got to market. The model they used that allowed everyone to try it gave them enough information to know where they needed to make changes which led to new upxed versions.
OpenAI 在其他科技公司進(jìn)入市場(chǎng)之前就已經(jīng)推出了產(chǎn)品,這一點(diǎn)非常具有原創(chuàng)性。他們采用的模型讓每個(gè)人都可以嘗試,從中獲得了足夠的信息來(lái)了解需要在哪些方面進(jìn)行調(diào)整,從而推出了新的更新版本。
Open AI had many upxes you will recall so there will not be any newer versions since that would mean a different model using LLM’s. I would assume they are also working on that.
Deepseek 的出現(xiàn)時(shí)間并不長(zhǎng),因此它有充足的時(shí)間從已經(jīng)創(chuàng)建并免費(fèi)使用的內(nèi)容中汲取經(jīng)驗(yàn)。然后他們可以對(duì)其進(jìn)行調(diào)整以滿(mǎn)足自己的需求,而無(wú)需花費(fèi)原始概念的成本。他們制作它是為了滿(mǎn)足自己用戶(hù)的需求。
你會(huì)記得,Open AI 有很多更新,所以不會(huì)有任何更新版本,因?yàn)檫@意味著使用 LLM 的模型不同。我猜他們也在做這件事。
原創(chuàng)翻譯:龍騰網(wǎng) http://www.equalizerredsea.com 轉(zhuǎn)載請(qǐng)注明出處
Press optics. OpenAi is evols in a group. DeepSeek is for the group. Evols: ww2 war continues: philosophy of com...sts vs. SOCIALISTS. group profits vs. Profits for the group
媒體公關(guān)效果。OpenAI 是一個(gè)群體中的演變。DeepSeek 是為群體服務(wù)的。Evols:第二次世界大戰(zhàn)仍在繼續(xù):GCZY者與社會(huì)主義者的哲學(xué)。集團(tuán)利潤(rùn)與為集團(tuán)獲取的利潤(rùn)。
Big businesses and small businesses operate very differently. DeepSeek is like a street vendor giving away free lemonade. Set up a stand, and people will come and grab a cup—it gets attention, but it’s not necessarily profitable.
大公司和小公司運(yùn)作方式非常不同。DeepSeek 就像街頭小販免費(fèi)贈(zèng)送檸檬水。擺個(gè)攤,人們就會(huì)過(guò)來(lái)喝一杯——這會(huì)引起關(guān)注,但不一定能賺錢(qián)。
大公司不是這樣運(yùn)作的。有時(shí)他們會(huì)保持沉默多年,然后采取一個(gè)主導(dǎo)市場(chǎng)的舉措。OpenAI 的企業(yè)客戶(hù)不是那種喜歡制造噪音的人——他們不需要吹噓自己使用人工智能。那么個(gè)人付費(fèi)用戶(hù)呢?大多數(shù)人不會(huì)到處宣布他們訂閱了什么。
原創(chuàng)翻譯:龍騰網(wǎng) http://www.equalizerredsea.com 轉(zhuǎn)載請(qǐng)注明出處
In that kind of environment, DeepSeek’s noise level might be high, but that doesn’t mean much.
因此,從外部來(lái)看,OpenAI 似乎沒(méi)有做太多事情。但如果你想知道他們是否真的在賺錢(qián),只需看看他們的財(cái)務(wù)報(bào)告。問(wèn)題是,大多數(shù)人不看報(bào)告——他們只是追隨頭條新聞,或者更糟的是,追隨網(wǎng)絡(luò)謠言。在那種環(huán)境下,DeepSeek 的噪音水平可能很高,但這并不意味著什么。
You should learn facts. DeepSeek isn’t in any known products, while OpenAI is now powering more of Apple’s Intelligence platform.
你應(yīng)該了解事實(shí)。DeepSeek 沒(méi)有出現(xiàn)在任何已知的產(chǎn)品中,而 OpenAI 現(xiàn)在正在為蘋(píng)果的智能平臺(tái)提供支持。