AI's largest decrease from Deepseek, Baidu Open Ernie, hitting the market


Zhejiang, China – March 16, 2023: View of the Ernie Bot logo, AI Chatbot services developed by the Chinese Baidu search engine.

Long wei Future publishing house Getty images

Chinese technology giant on Monday Baida I plan to do it Ernie Generative AI Model of a large Open Source language, a movement of the Chinese technology sector, which can be its largest in the AI ​​race since the Deepseek appears. Baidu spokesman confirmed the plan and said that open acquisition would be a gradual implementation.

Will it be a shock to the market in the order Deepseek? This is a question that shares AI experts.

One big change is that Baidu was not always on the Open Source Modnica.

“Baidu always supported his own business model and was loud against Open Source, but interference such as Deepseek proved that open source models can be as competitive and reliable as reserved” CNBC said earlier.

Now, when Baidu decided about Open Source, even if it is not a moment of Deepeek, this is important for the AI ​​global race.

“This is not just a story in China. Every time the main laboratory, an open source with a powerful model, raises the bar for the entire industry,” said Sean Ren, a professor of computer science at the University of Southern California and Samsung Ai, researcher of the year.

Ren claims that Baidu's movement exerts pressure on closed suppliers, such as OpenAI and Anthropic to justify the closed API interfaces and premium prices.

“Although most consumers do not care about whether the model code is open, they take care of lower costs, better results and support for their language or region. These benefits often come from open models that give programmers and researchers more freedom of iteration, adaptation and faster implementation,” said Ren.

Other industry experts perceive Ernie Open Source, which is potentially even more destructive for both the US and Chinese when it comes to price equation.

“Baidu just threw Molotov into the world of AI,” said Alec Strasmore, founder of AI Advisory Epic Lot. “OpenAi, anthropic, Deepseek, all those guys who thought that they were selling the highest class champagne are to realize that Baidu is giving away something equally powerful,” said Strasmore, comparing Baidu's move to Costco, creating Kirkland.

He said that a message to all startups in the world is “stop paying the highest dollar”.

“This is not a competition; this is a declaration of war for a quote,” said Strasmore.

Baidui said in March that his recent Ernie X1 model provides performance on a par with R1 Deepseek “Only half of the price”.

The general director of Baidu, Robin Li, suggested at the beginning of this year that implementation would help programmers around the world in the development of artificial intelligence. “Our editions are aimed at enabling programmers to build the best applications – without having to worry about the possibilities of the model, costs or programming tools,” said Li in a speech for programmers in China in April.

At least this is one more moment when investors must analyze how the cost dynamics in access to the AI ​​model changes quickly and what means that you can build more applications for “these cheap dirty models,” said Strasmore. “Baidu will sow the world with Chinese AI models,” he added.

Chinese self -sufficiency of calculating AI may

Making these AI tools is a more significant development of Baidu, but “news about the open source of Baidu probably lands with great hardening,” said Cliff Jurkiewicz, vice president of the global phenom strategy, AI for the human resources sector. “Most people in the United States do not even know that this is a Chinese technology company,” he said.

Jurkiewicz compared a broader traffic to open architecture in artificial intelligence as a difference between Android and Apple.

“When Android first appeared, his unique function was that it was configurable and configurable. But it was almost too much work in the sense that people just wanted the thing to work properly,” said Jurkiewicz. “Android, apart from the box, is simple and vanilla, so it must be adapted, and this is a real challenge,” he added.

Altman Opeli says Open Source must be “invented”

There is no doubt that the open source movement in artificial intelligence is a threat to the business models of the main players in space. Altman itself, Openai CEO, wrote In the January thread Reddit This problem, and in the last testimonies of the Senate, stated that this summer can be implemented by Open Source.

“While Opeli has Open Source models in the past, the company generally favored a reserved, closed approach to the development of sources,” said Altman, confirming that this may be necessary. “(Personally, I think we have to) come up with another Open Source strategy,” said Altman. “Not everyone at Openai share this view, and it is not our highest priority … We produce better models (in the future), but we will maintain a smaller advantage than in previous years.”

IN Altman said the Senate appeared in the Senate“We realize that we are opening artificial intelligence to do more here to help here. We will release the Open Source model, which in our opinion will be a leading model this summer, because we want people to build piles of American in terms of closed models.

Recently, Altman has published that the edition will be delayedBut still planned for the summer.

According to Jurkiewicz, one advantage in which American players keep is that the release of Baidu will encounter skepticism at the level of enterprises, with many questions about security. “On the other hand, large players-chatgpt Openai and the second Microsoft-are integrated with everything,” said Jurkiewicz.

Ren said that while Open Source often transmits a sense of transparency, this does not necessarily translate into market trust. “Only because the weight of the model is public, does not mean that we know what data it was trained, whether the consent was agreed or the data participants were recognized or compensated,” said Ren.

When AI becomes more built into our daily lives, lack of responsibility becomes a serious problem. “If we do not deal with this now, we risk scaling systems that quietly separate value from millions of people without consent, credit or compensation,” said Ren.

From Deepseek, some Countries banned artificial intelligence And they were widespread fears About consumers taking technology.

Strasmore said that Chinese links can become dangerous if more products are associated with API Baidu. “It would be practically providing China with access to each application on every phone. This is one terrifying component,” he said.



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