· 供应链分析

建议AI实验室实施KYC验证以遏制模型蒸馏风险。

涉及标的:

中文翻译

今天,Anthropic 点名批评了 DeepSeek、Moonshot 和 Minimax 的蒸馏行为。 OpenAI 也面临中国实验室同样的问题。 没人做的最愚蠢的修复方案: KYC 验证。 从 $HOOD 到 $IBKR 的每家金融机构都这样做以追踪资金流向(例如 Persona 自拍/ID)。 同样的规则应适用于 token 流。 美国前沿实验室应尽快对其最新模型实施此措施。 我确信他们关心无摩擦增长,但这关乎国家安全风险,且个人/企业只需经历一次此流程。 这是最容易在一天内完成的修复方案。 如果不这样做,中国实验室将继续找到绕过方法。

英文原文

Today, Anthropic called out DeepSeek, Moonshot, and Minimax for distillation. OpenAI has also faced the same issues with Chinese labs. The most braindead fix nobody is doing: KYC verification. Every financial institution from $HOOD to $IBKR does this to track flow of funds (eg. Persona selfie / ID) Same should apply to token flows. American Frontier Labs should start doing this soon for their latest models. I'm sure they care about frictionless growth, but this is national security at risk and people/enterprises only need to go through this process once. This is by far the easiest fix that can be done in a day. Chinese labs will continue to find bypasses if this is not done.

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