I hope this helps.
federalreserve.gov/monetaryp…
Do not allow yourself to get too high nor too low. It's been a pretty difficult tape this month, but I want to try to articulate my thoughts, but I'm kind of having a hard time.
I'll try to put something out this evening, but right now, something is telling me the vibes are off. Even after the beating in AI names last week, I still have this voice saying danger and I just can't shake it.
I think this is interesting. I’m not sure if it’s gaining traction yet, but it sounds like China wants to have a say so and be in control of how these open weight models are spread, because they’re very difficult to police once their weights are out there. This might be an economic or political bargaining chip in future.
This kind of challenges the narrative a little bit, especially in the West, of better and cheaper models proliferating across the ecosystem. You could definitely make the argument that China’s not the only country producing OSS, but Chinese models are major contributors to that ecosystem.
You could also argue that today’s models are already good enough and that we’ll find more uses for them over time. But I don’t think that fully answers the concern, because part of the baked in assumption is as models become increasingly more capable models, AI will deliver the GDP/Marco productivity growth people are anticipating.
Potentially challenges the narrative that increasingly powerful, cheaper models will keep spreading freely throughout the ecosystem, i think that's cope and my view is still that OSS models taking market share from Ant/OAI is the bad for the AI trade.
完蛋了…..以后中国开源模型只能开源小参数的模型了….
商务部科技部就修订《中国禁止出口限制出口技术目录》征求意见，为期一个月，涉及人工智能（大模型、智能体、算力集群、信息处理等23项）生物医药、光伏3个领域。
1️⃣限制出口AI大模型：超过10^26计算量、或2T参数、或公开评估排名全球前10的大模型。
2️⃣限制出口智能体Agent：工具调用与系统操作技术，支持集成的第三方工具数量≥200个，工具选择准确率≥90%，且在需要调用3种及以上工具协同完成任务场景中，端到端任务平均成功率≥90%；自主规划与任务分解技术，可将自然语言指令自动拆解≥20步可执行子任务链，子任务分解精度≥80%，且子任务平均成功率≥90%；标准博弈基准超过90%的人类的博弈决策技术；得分75%以上的AI辅助漏洞挖掘技术。
限制出口算力集群技术：片间互联技术、分布式训练容错技术、通信调度技术、异构集群高效推理与调度。
征求意见期间，出口相关技术需向商务部填报登记表。已通过开源、发表学术论文等方式进入公共领域的技术，不纳入管理范围。
（中国商务部）
目前看来@Kimi_Moonshot 的K4、@MiniMax_AI 的M3 Pro、@Zai_org 的GLM5以及@deepseek_ai 的下一代模型都没法开源了…..
而且相关架构、训练优化和推理加速技术也都不行了。
Readers added context they thought people might want to know
该帖称中国大模型今后“没法开源了”、只能开源小参数模型，与官方文件不符。公告明确支持人工智能开源创新生态，对已通过开源等方式进入公共领域的技术不纳入管理范围，并对开源情形适用自动许可等便利措施（仍在征求意见中）。
mofcom.gov.cn/zwgk/zcfb/art/…
mofcom.gov.cn/syxwfb/art/202…
i still have this view, don't lose your shirt.
if you are a long only enjoyer i do not think today is the day to tempt faih.
how delaying the IPO gonna help with "safety" feels like an excuse.
ANTHROPIC FACES CALL TO DELAY MASSIVE IPO OVER AI SAFETY CONCERNS
Anthropic has opened discussions with NYC Comptroller Mark Levine after he urged the company to postpone its planned IPO until it addresses AI safety and governance risks.
Levine oversees public pension funds holding more than $325 billion in assets and warned that a major AI safety incident after listing could severely damage investors.
Anthropic is reportedly targeting an IPO as early as November, following quarterly revenue of $16.8 billion.
The key takeaway: AI safety concerns are emerging as a potential obstacle to one of the largest IPOs in history.
Took screenshot then took off half the options off the table. Holding them shares
Take care yourself out there, if you made some money do a kind act in real life today, good karma.
Netted about 90k almost in total from $NBIS
SNDK also no longer dying thank god
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And the occasional trade.
