“AI #146: Chipping In” by Zvi

Dec 12, 2025

01:25:25

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It was touch and go, I’m worried GPT-5.2 is going to drop any minute now, but DeepSeek v3.2 was covered on Friday and after that we managed to get through the week without a major model release. Well, okay, also Gemini 3 DeepThink, but we all pretty much know what that offers us.

We did have a major chip release, in that the Trump administration unwisely chose to sell H200 chips directly to China. This would, if allowed at scale, allow China to make up a substantial portion of its compute deficit, and greatly empower its AI labs, models and applications at our expense, in addition to helping it catch up in the race to AGI and putting us all at greater risk there. We should do what we can to stop this from happening, and also to stop similar moves from happening again.

I spent the weekend visiting Berkeley for the Secular Solstice. I highly encourage everyone to watch that event on YouTube if you could not attend, and consider attending the New York Secular Solstice on the 20th. I will be there, and also at the associated mega-meetup, please do say hello.

If all [...]

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Outline:

(01:38) Language Models Offer Mundane Utility

(03:17) ChatGPT Needs More Mundane Utility

(05:56) Language Models Don't Offer Mundane Utility

(06:19) On Your Marks

(08:34) Choose Your Fighter

(10:14) Get My Agent On The Line

(12:10) Deepfaketown and Botpocalypse Soon

(12:52) Fun With Media Generation

(13:14) Copyright Confrontation