I don’t care for Sam Altman and his general untrustworthy behavior. But DeepSeek is perhaps more untrustworthy. Models from American companies at least aren’t surprising us with government driven misinformation, and even though safety can also be censorship, the companies that make these models at least openly talk about their safety programs. DeepSeek is implementing a censorship and propaganda program without admitting it at all, and once they become good at doing it in less obvious ways, it can become very damaging and corrupt the political process of other societies, because users will trust the tools they use are neutral.

I think DeepSeek’s strategy to announce a misleading low cost (just the final training run that optimizes a base model that in turn is possibly based on OpenAI) is also purposeful. After all, High Flyer, the parent company of DeepSeek, is a hedge fund - and I bet they took out big short positions on Nvidia before their recent announcements. The Chinese government, of course, benefits from a misleading number being announced broadly, causing doubt among investors who would otherwise continue to prop up American technology startups. Not to mention the big fall in American markets as a result.

I do think there’s also a big difference between scraping the Internet for training data, which might just be fair use, and training off other LLMs or obtaining their assets in some other way. The latter feels like the kind of copying and industrial espionage that used to get China ridiculed in the 2000s and 2010s. Note that DeepSeek has never detailed their training data, even at a high level. This is true even in their previous papers, where they were very vague about the pre training process, which feels suspicious.