A model looking like it is becoming smarter, attempting shenanigans less often, and more often doing what you want, but getting better at hiding its actions when it wants to do that, is exactly the scary combination.
It absolutely asymmetrically helps China. We're not currently working with China. They don't plan to, but like the physics is very obvious, you know, and synthetic fuels have been around for 100 years.
And remember that DeepSeek happened in times of crisis, urgency, not in times of comfort. A lot of these technological breakthroughs and leapfrogging happens in times of crisis. This is called crisis innovation. And you got to thank the US for that. When the Chinese were comfortably importing chips from the US, the whole industry stalled for 20 years.
So, Japan has a law which you're allowed to train on any training data and copyrights don't apply if you want to train a model, A. B, Japan has 9 gigawatts of curtailed nuclear power. C, Japan is allowed under the AI diffusion rule to import as many GPUs as they'd like.
Either can work. Both have tradeoffs and implications. If you try to import either philosophy wholesale, it will break in unexpected ways; if you try to mix and match, it will probably be an unfettered nightmare.
The US focus on efficiency has revealed the brittleness of its economy, which has neither the manufacturing capability to scale up domestic production of goods nor the logistics capacity to handle greater imports.
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