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What makes BYD different from, say, Volvo, which sells EVs freely in the US?
Headquarters Gothenburg, Sweden
Parent Geely Holding (78.7%)151–160 of 633 posts
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The reason we can't buy BYD cars is because if we allowed it without restrictions, it would utterly and completely destroy the United States auto industry. That's terrible public policy, and we should not allow it. Before anyone starts talking about the free market, there is no free market here whatsoever. The fact that BYD's cost structure is what it is is the direct result of Chinese industrial policy. Unilateral s…
> there is no free market here whatsoever. The fact that BYD's cost structure is what it is is the direct result of Chinese industrial policy. Aside from countless other ways before and after this, the US government handed over tens of billions of dollars in cash to GM and Chrysler in 2008 and 2009.
ProPublica has a nice tracker that shows the loans: https://projects.propublica.org/bailout/
You can also see how subsidies compare between China and OECD in this recent doc. In autos, China subsidizes to the tune of 2-3% of revenue vs. https://www.oecd.org/en/data/dashboards/magic-database-indus...
The US government exists to defend capital interests. It's why we can't buy BYD cars. It's why we can't import any cars unless they're 25 years old. It's why a Tiktok sale was forced. It's why the US is seeking to block states from banning prediction markets. It's why the federal government is seeking to block states from blocking data center projects. As soon as DeepSeek came out I realized what was going on: China…
Chinese have a wider outlook on it. Politically they believe AI belongs to humanity, which is why they are basically the only ones left publishing research in the open. That's probably part of their socialist nature. But also a financial one. They believe that models are commodities, that you can swap one for the other and that the only thing that matters are the applications built upon them. So they want to make sur…
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The chinese providers are just the CCP. They don't even need a cloud act...
I think too many people are conflating Chinese providers with Chinese models - you can easily have Chinese models safely (well, relatively safely, I guess) hosted on US or EU infrastructure.
If Chinese LLMs are successfully making people in the west defend China, then I think we have all the evidence we need to explain why they are giving away their models. The next step of course will be to get people using that ungodly cheap AI on Chinese servers. Which will also be defended because "I would never trust an American Lab".
As a European, I trust Chinese AI providers more than American. Cloud act did it for me.
What an amazing achievement by America's adversaries. The Trump administration lists Anthropic as a security risk and kneecaps its best model, despite the fact that compared to the other frontier US labs Anthropic is more transparent, more safety-oriented, frequently honest to a fault, and is clearly acting with patriotic intent. Meanwhile, the same administration is hesitating to counter certain Chinese companies' e…
I've always found this line of reasoning troubling and uninformed. Chinese models first of all can be hosted on your own hardware, I'd argue they are way more transparent than US companies, by well releasing stuff. Second, the "smoking gun" of DeepSeek training off Claude isn't as bad as you may think, and the amount of tokens was deemed trivial. Did you also know that if you asked Claude's it's name in Chinese it wo…
US-based companies release open-source models too. Gemma and Granite, for example.
The US government exists to defend capital interests. It's why we can't buy BYD cars. It's why we can't import any cars unless they're 25 years old. It's why a Tiktok sale was forced. It's why the US is seeking to block states from banning prediction markets. It's why the federal government is seeking to block states from blocking data center projects. As soon as DeepSeek came out I realized what was going on: China…
The reason we can't buy BYD cars is because if we allowed it without restrictions, it would utterly and completely destroy the United States auto industry. That's terrible public policy, and we should not allow it. Before anyone starts talking about the free market, there is no free market here whatsoever. The fact that BYD's cost structure is what it is is the direct result of Chinese industrial policy. Unilateral s…
Don’t worry about the free market. China will definitely agree to free market terms after it captures the market like the U.S did and Britain before it. Then enforce strict free market rules and strict IP rules.
If Chinese LLMs are successfully making people in the west defend China, then I think we have all the evidence we need to explain why they are giving away their models. The next step of course will be to get people using that ungodly cheap AI on Chinese servers. Which will also be defended because "I would never trust an American Lab".
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Headquarters Gothenburg, Sweden
Parent Geely Holding (78.7%)
Noteworthy that Z.ai, maker of the just released near-frontier GLM 5.2, has already been on the Entity List since Jan 2025[1]. Being on the Entity List does not mean all trade is forbidden. Broadly speaking it means American companies and individuals are not allowed sell them goods and services, but they are still allowed to buy from them and pay them. AFAIK the Chinese AI companies barely depend on US goods and serv…
For that matter, does (only) NVIDIA make datacenter cards? When I buy a gaming card, I dont buy from NVIDIA, I buy from an integrator, like Gigabyte, who work with a company like Foxconn to make the cards.