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To continue the drama around the stunning Chinese DeepSeek-r1 accomplishment, the ScaleAI CEO claims DeepSeek is being coy about their 50,000 H100 GPUs.
I realize now that DeepSeek is pretty much the perfect Chinese game theory move: let the US believe a small AI lab full of cunning Chinese matched OpenAI, with a tiny fraction of the compute budget, with no ability to get SOTA GPUs. Let the US believe the export regime works, but that it doesn't matter, because Chinese brilliance is superior, demoralizing efforts to strengthen it. Additionally, it would make the US skeptical of big investment in OpenAI capital infrastructure because there's no moat.
Is it true? I have no idea. I'm not really qualified to do the analysis on the DeepSeek results to confirm it's really the run of a small scrappy team on a shoestring budget end-to-end. Also what we don't see are the potentially 100-1000 other labs (or previous iterations) that have tried and failed.
The results we have now are that -r1 b14 and b32 are fairly capable on commodity hardware, and it seems one could potentially run the 671b model which is kinda maybe but not actually on par with o1 on a something that costs as much as a tinybox ($15k). That's a remarkable achievement, but at what total development cost? $5 million in compute + 100 Chinese worth of researchers would be stunningly impressive. But if the true cost is actually a few more OOMs, it would mean the script has not been completely flipped.
I maintain that a lot of OpenAI's current position is derivative of a period of time where they published their research. You even have Andrej Karpathy teaching you in a lecture series how to build GPT from scratch on YouTube, and he walks you through the series of papers that led to it. It's not a surprise that competitors can catch up quickly if they know what's possible and what the target is. Given that they're more like ClosedAI these days, would any novel breakthroughs be as easy to catch up on? They've certainly got room to explore them with a $500b commitment to play with.
Anyway, do you believe DeepSeek?
The report is quite detailed and the process supposedly cheap enough that we should get easy confirmation if it works.
If DeepSeek does have access to much more compute (smuggled in or otherwise), then maybe the thought is they may have an o3-level model in-house. The actually paranoid thought is that the released models may be compromised. I'm not sure how easy to tell if there's a SolidGoldMagikarp in it. But a US-based company could run the training to check if it's actually $5 million.
this is not yet correct but will soon be, since R1 finished training in early December, apparently.
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are you using that word to mean secret Chinese backdoor?
I understand that the SolidGoldMagikarp thing is just a class of rare tokens in the training data that send next token prediction off the rails because they're so unusual and don't clearly associate with anything.
For posterity, I was thinking about Sleeper Agents, https://arxiv.org/abs/2401.05566 and more recent developments like AdvBDGen: https://x.com/furongh/status/1846999547836264459
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