· 供应链分析

承认DeepSeek的创新性,主张用银行级监管框架解决AI模型蒸馏问题。

中文翻译

不,DeepSeek实际上非常有创新性。所以我才说美国模型只需要做好就行。至于蒸馏,那是另一个可以通过银行级安全/认证加监管解决的问题,至少对前沿模型来说是这样。因为分享凭证(如Netflix账号)给那些代理网络虽然违反服务条款,但还不构成犯罪。应该像共享银行账户一样来处理。

英文原文

Nah DeepSeek is actually very innovative. That's why I'm saying US models just needs to get good. As for distillation that's another problem that can be solved with bank level security/onboarding + regulations, at least for the frontier models. Since it's against TOS but not a crime to share credentials like Netflix accounts yet to those proxy networks. Should be treated like sharing bank accounts.

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