构建创新与安全并重的大模型竞争治理体系丨法经兵言

Core Viewpoint - The article emphasizes the need for a balanced approach in the AI large model market, focusing on innovation as the main line and safety as the bottom line, while optimizing competition paths that consider both efficiency and fairness [1] Group 1: Market Competition and Governance - The AI large model industry faces low-level competition and structural monopoly risks domestically, along with potential regulatory failures [1] - The debate between open-source and closed-source models continues, with closed-source models like OpenAI's GPT series and Google's Gemini dominating, while open-source models like DeepSeek are gaining global recognition [2] - The governance of open-source large models is complex due to the diverse interests of various stakeholders and the significant costs associated with maintaining open-source ecosystems [3] Group 2: Challenges in Market Competition Governance - Current standards for identifying monopolistic behavior are inadequate for the dynamic nature of the large model market, leading to potential misjudgments regarding market power [4] - The existing concentration system in the large model market has inherent flaws, as many open-source models provide free services, making it difficult to meet revenue-based reporting standards [5] - General large models struggle to meet regulatory transparency requirements due to their unpredictable nature, complicating the enforcement of antitrust laws [6] Group 3: Governance Measures for Market Competition - A more inclusive regulatory environment is needed to encourage innovation in the early stages of AI large model development [8] - Establishing sensitive preemptive antitrust regulations is crucial, including refining rules for assessing market dominance and allowing for innovation defenses [9] - Strengthening collaboration between industry regulation and antitrust enforcement is essential to adapt to the rapid development of large models [10] Group 4: Policy Coordination - There is a need for better coordination between industrial policies and competition policies to prevent disorderly development and competition in the AI large model sector [11]