🔮 Exponential View #572: AI’s moats, myths and moral loopholes

Silicon experts; courts rule against firing humans for AI; Elon, war & goblins++

This post originally appeared in Exponential View and was written by Azeem Azhar.

“When the question is contested and the cost of being wrong is high, models smooth away the minority views and uncertainty. This is the human advantage.”

Hi all,

Last week, I had been in China with Hannah Petrovic, meeting AI and robotics teams including Zhipu and MiniMax (the two publicly listed foundation model companies), as well as Kimi, Alibaba, Xiaomi, Bytedance and others.

Demand is booming. Zhipu, for example, is serving 5.5 trillion tokens per day. Developers are rushing to the platform, joining at about ten a minute. Keeping up with inference loads is a struggle in China, as it is in the US. Teams universally acknowledged compute constraints, particularly the shortage of Nvidia chips. But that isn’t stopping innovation under those constraints.

Researchers and developers are free to use whichever model they want. Anthropic’s Claude was the preferred choice for technical teams, but it was clear that “dog-fooding” is commonplace.