Gary Marcus Rejects More Data Center Spending as Answer to Chinese AI Lead
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pouring more money into data centers and companies with no moat and no clear plan is not the answer, @DavidSacks. we need a new strategy, not more of the same.
This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks. Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on state regulations, and pushing for new federal agencies to pre-approve frontier models. This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI -- while addressing risks in a targeted way -- or we’ll watch our lead evaporate.
@DavidSacks agree re the problem but deregulation is not the solution:
pouring more money into data centers and companies with no moat and no clear plan is not the answer, @DavidSacks. we need a new strategy, not more of the same. https://twitter.com/davidsacks/status/2078092271296143593
Can the US GenAI industry be saved? How? @davidsacks has called for more data centers and less regulation but it’s not like we have much substantive regulation now (and we already have more compute) and yet our lead has diminished anyway. Anyone got a better idea?