DSpark: Speculative decoding accelerates LLM inference [pdf]

Which is a good thing. Self-serving motives are more reliable than altruistic ones.

> Chinese labs are also still behind, so they’re incentivized to collaborate and have no reason to do it in private.

US labs in Google, Meta and SpaceX are not leading, none of them managed to build something on par with GLM 5.2.

Care to explain to me why they still don't collaborate and still choose to do it in private?

Projection is a funny thing. It causes people to misread situations all the time. Southern slaveowners feared violent retribution from freed slaves, for example [1]. It was pure projection and said more about the South than it did the slaves. The reality was there was no violent retribution. It was the opposite where the former slaveowners continued to inflict violence on the formerly enslaved.

I say this because we see the same thing used as an argument against China. "If they overtake us, they'll do imperialism (like us)." Again, it says more about us than them.

A better reading (IMHO) Of the situation is that China believes that AI shouldn't be used simply to mint a few more trillionaires but the benefits should be shared with society. Why do I say this? Because we now have 70+ years of China doing exactly that. The transformation in China all the way from rural villages to Tier 1 cities has been utterly astounding. China has lifted ~800M people out of extreme poverty.

In some ways we're at a similar point to the late 1990s and 2000s when Microsoft execs complained that Linux, being free, destroyed intellectual property value. Linux should be a perfect example of how people can and do act altruistically, or at least not in a way to bait-and-switch to enrich themselves.

[1]: https://www.reddit.com/r/AskHistory/comments/1d26grm/in_the_...

So the marketplace is working.

They are self financed, the company that makes DeepSeek is a finance company that trades on the markets.

fascism. it works be corporate fascism.

This is incorrect binary thinking. Them releasing open source can be good, but that does not commit you to think that china or chinese companies are saints. There are many shades of grey here and one does not exclude the other (nor include it).

I’m think its in our best interests to lever these american ai companies to exhibit at least some degree of freedom and transparency anyway we can…

It used to be the case that NSA hired the majority of all math graduates in the US, and were assumed to be years ahead in cryptography. Yet in the 90s, it became clear that they no longer were that - among other things, the cipher of the notorious Clipper chip was broken, and we can rule out that it was made weak on purpose because the whole point of Clipper was that they had a backdoor.

So, despite hiring the cream of the crop of math graduates, who could read the papers of free academia, but whose own result the free world could not access - they fell behind.

I have a theory explaining why. I think it's because science is an interactive process. NSA cryptographers could read papers, but they couldn't talk openly with the authors of those papers, because of secrecy demands - even asking question might indicate what they were working on. You can easily imagine them spending months on something they could have avoided by going to the original authors and getting told "Oh, we tried that for a long time, it doesn't work".

Whether that theory is right or not, cryptography is a concrete example of a domain where public research with fewer resources beat private research with a lot more resources.

From what I gather, the Chinese are behind, but a lot of their research amounts to scrappy, clever discoveries in how to use more novel technologies (for Qwen and Deepseek, its mixture of expert models, that can do inference using a portion of the model at a time). The chinese also distill information from American models, so there’s that.

The American companies, from my impression don’t involve themselves with such lowly “hacks” because they have so much money to just push forward with doing everything on big heavy models that run on the most cutting edge nvidia chips that they can, the moment, kinda sorta get on demand (I say that in some degree of jest).

This is overly simplistic to the point of glazing. Plenty of Chinese companies maintain industrial secrets to gain an advantage.

Unlikely: that product is written completely by AI, of which they are not lacking.

More likely is that an AI generated codename is impossible to fix by humans, and SOTA was not able to figure it out until now.

that's pretty silly to use as a measure of what they do internally

I personally think not owning their own compute is going to be an advantage.

There is a meteor headed towards all this AI investment that I don't think has been properly accounted for and that is, what happens to all the existing hardware investments when NVidia's next architecture comes out. Blackwell (H100/H200) is the current generation. Rubin (R100, presumably R200) is the next and arrives soon. Now a lot of the investment hasn't been spent yet so will likely be spent on Rubin but at that point, what happens when the next iteration comes out and does 3-4x the compute for the same electricity input and same hardware cost?

Also, what happens when people can run way bigger models on consumer hardware in 5 years? The effective limit for useful local LLMs is currently ~31B parameter models because the RTX 5090 has 32GB of VRAM and Apple's shared memory architecture, which can keep bigger models in memory, just doesn't have the raw processing power.

Anyway, why I argue Anthropic is in a better position (than OpenAI) is that they seem to have captured a market that may well be profitable for them as a company, specifically Claude for coding. So they just haven't burnt quite as much cash as OpenAI so aren't in as deep of a hole.

While I think local models are going to improve maassively over the next few years, running them in a data center at scale is always going to be cheaper for a company. Why? Because they can amortize their costs by running 24/7 and powering them and cooling them is simply cheaper at scale when you're talking about 1000+ engineers who otherwise might only be using their hardware ~40 hours a week.

IMHO Google is in the best position here of all the US companies, even though their models aren't the best, because their data centers are ruthlessly efficient, their homegrown TPUs will eventually catch up (and thus avoid the NVidia tax) and they simply haven't bet the farm on winning AI.

You don't actually need a very high IQ to do AI R&D. More than it takes to post IQ comments on this site, maybe.

The galaxy brains in the labs putatively buying the logs wouldn't notice this? Or figure out a structure to prevent this?

actually you can buy inference on third party providers that serve deepseek v4 pro with zero data retention (ZDR).