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The US is winning the AI race where it matters most: commercialization

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Re: The US is winning the AI race where it matters most: commercialization

#21

Post by SubiculumCode »

giancarlostoro wrote: post #2

One interesting thing that Anthropic did was putting their stack on the various cloud providers, I wonder if they'll put it on GCP and Azure next since they've put it into AWS first at a level we have not seen a major AI provider do to date. Your company can have their own Claude stack just like an ELK stack on your cloud, if they can do this for both Azure and GCP then OpenAI has to really catch up. In my eyes I wou…

The recent deal with SpaceX AI to use their severely underutilized GPU compute is pretty telling to me. Being able to roll out compute is a hardware problem, rolling out good models needs more than compute, it needs good AI engineers. SpaceX, Amazon et al can do hardware very well. AI engineering, maybe not so much.

Re: The US is winning the AI race where it matters most: commercialization

#22

Post by xnx »

krzyk wrote: post #16

This sounds like an ad for US than anything else. Does any of the US companies earn money on LLMs? No, they bleed money. Github Copilot is switching to token based pricing, which will be costlier than hiring juniors. Anthropic also is switching enterprises to token based pricing from their subscription one. From the big three only Codex is still in somekind of subscription pricing, but they'll shift eventually (usage…

> Does any of the US companies earn money on LLMs?

Inference? Yes.

Infrastructure build and training? Not yet.

Re: The US is winning the AI race where it matters most: commercialization

#23

Post by tsunamifury »

As an American, we may be winning this race but we are still struggling to define why this is the race to win.

The cost of winning this race has been telling our citizen s we will replace them with robots and there is no hope for their children’s future employment.

The cost has been destroying trust as we tell citizens water and power should go to server farms and not them.

The cost has been naked power telling democracy it’s wrong and dying

I think when we discover the limits of LLM tech and tally its benefits over its cost — we may regret this win.

But don’t let me contradict a bunch of fake techno oligarchs wrapping themselves in war like patriotism to get the investments they need to keep this going.

Re: The US is winning the AI race where it matters most: commercialization

#24

Post by akrylov »

thepasch wrote: post #7

Article title: “The US is winning the AI Race” Article content: “The US are capitalizing on AI the best” A lot of assumptions there that no one can actually verify as true right now. If commercialization into rent-seeking SaaS landscapes is the endgame, then yeah, the US is winning the AI race. If individualization, local LLMs, and consumer hardware are the endgame, China is winning the AI race. If it’s something ent…

[flagged]

Re: The US is winning the AI race where it matters most: commercialization

#26

Post by hansmayer »

What does the term "AI race" even mean, beyond wooing clueless VCs and soon retail investors ? It's not like the LLMs are some super-secret technology. Any economy willing to sink in copious amounts of money and resources can get it to some level - the question, what's the actual payoff? We have yet to see anything really useful, on the level of step change, besides Johnny who can now spin up demo projects quicker.

Re: The US is winning the AI race where it matters most: commercialization

#27

Post by Igrom »

Flagged for AI content: I hope this submission dies and the user is penalized (look at their submission and comment history!), because IMO the article does not belong on the front page. Quick polemic:

>The US is winning the AI race where it matters most: commercialization

If you ask me, one could name different criteria for winning, and commercialization would not be the first thing to come to my mind:

https://english.www.gov.cn/news/202604/15/content_WS69df29e6...

https://fortune.com/2026/05/03/chinese-court-layoffs-workers...

https://www.reuters.com/world/china/china-moves-regulate-dig...

> It also owns platforms that generate and organize the data of the AI age. YouTube is a video corpus. Google Drive and Microsoft 365 sit inside daily office work. GitHub sits inside software development.

Yeah, okay. China does not have any platforms nor data.

Re: The US is winning the AI race where it matters most: commercialization

#28

Post by tsunamifury »

nba456_ wrote: post #19
boxed wrote: post #3

Hopefully it's a race worth winning and not a race to global disaster.

Even if it leads to global disaster, you'd rather be the country with the best AI. You won't be saved just because your AI is worse.

This is a false dilemma created by the model companies to try to convince us we must invest or else.

Re: The US is winning the AI race where it matters most: commercialization

#29

Post by embedding-shape »

> The US is winning the AI race where it matters most: commercialization.

puke

Yeah, go ahead and run your country into the ground because of hypercapitalism and hypercommercialization, you're almost at the end game now! While the rest of us try to figure out how to actually build societies worthwhile to live in and experience, with healthcare and not waging war on our neighbors.

I don't know how people can seriously publish stuff like this and not feel like they're actively trying to make the world worse. Is money really the single thing y'all can focus on? Is there nothing better in life you can chase, even if it's also a number? So sad to see stuff like this.

Re: The US is winning the AI race where it matters most: commercialization

#30

Post by yalogin »

Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise.

If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to provide good reliable service and not turn it into a mafia style negotiation, then winning the AI war is not helping the U.S. countries as much as it potentially can. It’s probably a good thing for more capable areas like Europe which may develop their own tech stack.

In a weird way because the AI stack is so expensive, China helps the world much more than the U.S. with their really capable open source model.

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