A few sentences to understand why some people want to take Huang Renxun down?
1. Old Huang supports two things: open source and selling graphics cards to China.
2. The biggest opponent of open source is Anthropic—now its revenue has slowed down, and more and more companies are using open source models from Chinese companies. Among the top ten models used on openrouter, the top four are all from Chinese companies.
3. Anthropic is a vanguard against China, but as it approaches going public, its valuation keeps being pressured; do not understand it as one individual, but rather as a community of interests.
4. Old Huang is a pioneer and leader in open source and a key figure in AI computing power competition; not long ago, he led dozens of companies in the U.S. to sign agreements on open source cooperation.
5. Selling graphics cards to China. From Old Huang's perspective, he believes that if restrictions are placed on cards for China, it will instead make China stronger due to those restrictions.
From the perspective of the U.S. or specific companies, I don’t care about your matters, banning China and maintaining a leading edge, ensuring nothing goes wrong before and after going public this year and next year is the most important.
6. Huang Le is likely not a spy; from current reports, she is just a businessperson who, due to proximity, suddenly gained an opportunity to earn an unimaginable amount of wealth, making it hard to pull back easily, and it's difficult to gauge the consequences.
However, whether she is a spy is no longer important; in the midst of a fierce storm, the truth does not matter, and being caught in the nuclear fallout directed at Old Huang makes it hard for her to express anything.
7. Old Huang is essentially still an entrepreneur; for decades, what he has been accustomed to is making businesses thrive better, but the AI competition has become a struggle that transcends corporate interests and has risen to a higher dimension. If he can resign and retreat unscathed this time, it may be the best outcome for him personally.
8. I also agree on one point, whether there are blockades or not, currently, more than half of the world's AI talent is Chinese, and China also has the most advanced electricity in the world; with talent plus electricity, China's AI will be the strongest.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到[email protected]，本平台相关工作人员将会进行核查。
