Zanimiva zgodba v Foreign Policy, kjer nenadoma hvalijo kitajski “crack down” nad Jackom Majem, lastnikom imperija Alibabe in kjer so oblasti z regulacijo uspele tehnološke velikane spraviti pod nadzor in da služijo interesom razvoja države. V ZDA pa se dogaja nasproten proces, sedanja administracija je v službi tehnoloških milijarderjev, ki želijo doseči še manj kontrole nad svojo dejavnostjo. Zanimivo je dvoje. Prvič, da “liberalni” ameriški mediji šele zdaj – ko so Elon Musk in ostali milijarderji s Trumpom prevzeli oblast – priznavajo kitajskim oblastem, da so ravnale prav, ko so z regulacije spravile pod nadzor tehnološke mogotce. In drugič, da tehnološki mogotci “osvobojeni spon regulacije” niso nujno tudi bolj učinkoviti od reguliranih tehnoloških podjetij. Dober primer so razvoj čipov in umetne inteligence v Kitajski. Zadnji primer z “revolucijo DeepSeek” kaže, da je enako ali celo bolj močne aplikacije umetne inteligence v reguliranem in sankcioniranem sistemu mogoče narediti zgolj za delček (3 %) stroškov kot v popolnoma sproščenem sistemu, kjer so na voljo neomejene količine kapitala, ki išče donose.

Five years ago, Jack Ma was not just one of the world’s richest billionaires, but also—perhaps only after President Xi Jinping—the most famous Chinese person in the world.

In the early aughts, Ma built a business empire around his company, Alibaba, which quickly took off as an online shopping juggernaut that first challenged and then outsold Amazon in China, all while branching out into countless other services. For millions of young Chinese people, Ma was their country’s answer to Bill Gates: Ma, a former English teacher, was a self-made man whose example seemed to illustrate the sky-high achievement and wealth that one could attain through a combination of entrepreneurial vision and relentless drive.

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Short but fascinating history of the founder of DeepSeek, the AI model that has taken the world by storm in the last few days.

It was founded by a rather eccentric hedge fund billionaire, Liang Wenfeng!

In 2008, Wenfeng understood the potential of AI.

For many years, he tried to find the perfect niche market to use AI.

After failing multiple times, he settled on finance — trading stocks.

He used AI (deep learning) to detect patterns.

Wenfeng decided to start a hedge fund. He named it “High-Flyer.”

Founded in 2015, it soon became one of the largest “quant funds” in China.

And he became a billionaire!

But… he was soon enamored with Generative AI, which is “smarter” than just detecting patterns. It was about creativity — the Holy Grail of AI.

In 2021, he started his “side project” to explore AI.

All his business partners thought he was simply a crazy billionaire, who wanted a new AI toy.

He started buying Nvidia chips, although they were low-end models (H800) — due to US sanctions.

In 2023, he founded DeepSeek.

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US President Donald Trump has claimed that Russia stole hypersonic weapons technology from America, but military observer Alexander Artamonov has dismissed the claim, explaining why it is false.

Artamonov detailed why the United States lags behind Russia in developing hypersonic weapons, pointing to key differences in technological capabilities and scientific basis.

According to Artamonov, Russia’s key advantage lies in its ability to develop special metal alloys that enable hypersonic rockets to function. He points out that at hypersonic speeds – which start at Mach 4.5 – the rocket creates a cocoon of plasma, due to which the temperature becomes extremely high.

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Če želite razumeti epohalni spor glede omrežninske reforme med Agencijo za energijo in vlado, morate razumeti predvsem, da gre za spor o zadevi, kjer se ideologija zelenega marksizma, imenovana »demokratizacija energetike«, zaleti v zakone fizike in ekonomike.

Demokratizacija energetike je najbrž največji neoliberalni nateg zadnjega desetletja. Gre za zeleno levičarsko ideološko platformo, ki naj bi državljane osvobodila spon centraliziranih sistemov in iz njih naredila »zelene državljane«, ki se sami oskrbujejo iz lastnih, razpršenih virov. Paradoks koncepta demokratizacije energetike je, da je odjemalce elektrike iz centraliziranega sistema stabilne, zanesljive in poceni oskrbe vrgla na divji in nepredvidljiv trg. Kajti z demokratizacijo, s postavitvijo svoje lastne sončne elektrarne, ljudje niso postali samooskrbni in neodvisni od velikih dobaviteljev, pač pa so postali talci tržnih nihanj cen. (No, če njihovih tveganj ne bi socializirali, tako da drugi odjemalci elektrike od njih prevzemajo viške elektrike, ko je ta vredna nič, in jim po ceni nič dajo nazaj, ko je ta elektrika (ponoči in pozimi) zelo draga. Velika večina odjemalcev subvencionira »demokratizirane« odjemalce).

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Kitajsko tehnološko dohitevanje oziroma celo prehitevanje se ne dogaja samo v zelenih tehnologijah in čipih, pač pa se je zgodilo tudi na področju umetne inteligence. Ta teden je kot bomba odjeknila novica, da je “neki” Liang Wenfeng na Kitajskem oblikoval nov bot umetne inteligence (velik jezikovni model) DeepSeek, ki se je na neodvisnih testih izkazal z boljšimi performansami kot bvis ostali ameriški boti, boljši tudi od zadnje verzije OpenAI GPT. “Strašljivo” dejstvo pa je, da Liangu uspelo svoj bot natrenirati zgolj za delček (3 % !!!) vsote, ki ga je Open AI porabil za treniranje svojega bota. Zadnja verzija DeepSeek-V3 je bila razvita v zgolj 2 mesecih in za zgolj 5.6 mio dolarjev.

Nekateri pravijo, da je DeepSeek za umetno inteligenco to, kar je BYD za električne avtomobile.

A Chinese computer nerd is stunning tech experts with a bargain price AI tool that beats the world’s top players on several benchmarks.

Liang Wenfeng’s system, called DeepSeek-V3, has powers of “reasoning” that match or beat those of the equivalent devices by the world’s top tech companies, at a better cost, tests show.

“DeepSeek-V3 has emerged as the strongest open-source model currently available and achieves performance comparable to leading closed-source models,” said Supreeth Koundinya, a tech analyst in India.

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Tja, ne vem, kaj je Zelenski v resnici pričakoval, toda tako članstvo Ukrajine v Natu kot 200 tisoč Nato vojakov v Ukrajini sta popolna iluzija političnega analfabeta. Seveda gre najbrž samo za šov, kajti ta tri leta vojne so se Zelenskemu, njegovi družini in eliti na oblasti izjemno splačale. Dokler traja vojna in priteka ameriški in evropski denar, ta sprega na oblasti zajetno bogati. Problem zanje se bo začel, ko se vojna konča.

Preventing a war between Russia and NATO, not Ukraine winning, was one of Joe Biden’s three aims.

That is why, throughout the war in Ukraine, the U.S., together with Germany, had blocked the accession of Ukraine to NATO.

In September Zelenski’s last attempt with Biden to gain NATO access ended without success:

[Zelenski’s] appeals got a mixed reception. On the question of Ukraine’s NATO membership, Biden would not budge.

That had always and will always be the case.

Despite having been rejected again and again Zelenski used the hope of gaining NATO (and EU) membership for Ukraine to market the war he was waging.

Now, as he is obviously losing it, he is blaming those who never promised NATO membership to him for not receiving it (machine translation):

The West’s promises to one day accept Ukraine into NATO were a “lie.” This was stated by President Vladimir Zelensky at the World Economic Forum in Davos.

Moreover, according to him, the United States and Germany maintained contacts with Russia throughout the war.

“From some states, I think it was initially not a very transparent policy, they did not support us in NATO. And they were just false words that yes, Ukraine will be in NATO. It was not fair to Ukraine and to the Ukrainians. And it was also not fair from our leaders. When some of our leaders said and promised that we would be in NATO. And it wasn’t fair either. And I believe that there was a weak position of Germany and the United States. Because they had a dialogue with the Russians. And I believe that they lost this dialogue. We lost, because they always appeal to the fact that there were once some agreements with the Russians,” Zelensky said.

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V ekonomiji poznamo t.i. “impossible trinity theorem” – torej, da država ne more hkrati doseči treh ciljev: imeti proste kapitalske tokove in fiksni tečaj ter hkrati ohraniti monetarno suverenost. Enemu od treh ciljev se je treba odreči.

No, zdaj smo priča sodobni EU verziji tega teorema nezmožnosti: green-military-austerity trilemma. Članice EU ne morejo hkrati doseči ciljev povečanja vlaganj v zelene (in digitalne tehnologije) in vlaganj v oboroževanje ob hkrati zapovedanem cilju zmanjševanja javnih izdatkov, da bi dosegli primarne presežke v proračunu. Enemu od treh ciljev se je treba odpovedati.

No, če mene vprašate, bi se odpovedal oboroževanju in proračunskemu presežku in namesto tega potrojil izdatke za razvoj (R&R, nove tehnologije) in namenil masivne subvencije / davčne olajšave podjetjem za investicije v nove tehnologije.