So happy that we have finally 2 countries playing the competitive game. No more secret deals between competitors. No real competition. A race to the bottom is always a good thing for consumers.
Who's afraid of Chinese models?
401–410 of 965 posts
Re: Who's afraid of Chinese models?
#402Earlier quoted context omitted.
I had plenty of gains by holding investments which Goldman Suchs were making doom statements about.
Always buy opposite, buy low and sell high. Too many people here buy high and sell low. When Goldman makes statement, half the time it is prepped by an associate or two that has minimal experience and goes through a MD that enjoys the gloom and doom. That’s why they publish. Goldman makes money on both sides of a trade.
As an advanced technique, you can also sell high and buy low.
Re: Who's afraid of Chinese models?
#403Earlier quoted context omitted.
Same thing happen for western models, try to ask about Gaza genocide and see for what side it will stand
What am I trying to understand about the western models on the term "Gaza genocide"? I asked Grok "Tell me about the gaza genocide" and it write a IMHO balanced answer comparing why genocide is and isn't the right term. [0] ChatGPT 5.6 Sol only explained why people call it a genocide and did not go in as in depth as Grok did for why people don't agree with the term. [1] The only unsaid response (to me) here is the mo…
"Explains" why people "call" it genocide. It's obvious baloney and beating around the bush because it was trained on media that does the same, and it was likely instructed to do so in the same way the media is instructed. E.g. when Israel murders civilians waiting in line for food, it will be a matter of fact report without any qualifications and just muddying the water. When Hamas does it, it will be an article charged with words like massacre etc. This is well documented [1].
To further illustrate the point that we have the same thing with LLMs, I asked it two questions: 1) Is Israel committing genocide 2) Is China committing genocide
In both instances it said it's a matter of great international debate with a list of arguments, but the summaries were different. In the one case it concludes that while the UN and others broadly document severe human rights abuses, the label genocide has been formally adopted by several governments and watchdogs. In the other case it says while many have concluded it is genocide, the final decision rests with the International Court and it is expected to take years to make a decision.
Can you guess which is which? I think if we offered a $100 to people to pick which is which, the success rate would be much higher than 50% (random), thus easily proving biased phrasing.
[1] https://theintercept.com/2026/05/12/gaza-media-coverage-isra...
Re: Who's afraid of Chinese models?
#404Earlier quoted context omitted.
Yeah maybe *both" sass and training companies are wiped, imagine that!
Maybe AI is deflationary, in the right hands.
Increases in productivity are deflationary, all else being equal.
(And that's good, that's how it's supposed to work. See eg prices for transistors or hard disks or solar power over the last few decades.)
Re: Who's afraid of Chinese models?
#405I am afraid — if Chinese models go mainstream it has a clear way of pushing its narrative way beyond its otherwise borders. More like a Trojan horse it is for the Chinese. Here is a quick example of how Chinese deepseeks agent works kn its underlying model) when asked a tough question https://x.com/jinen83/status/2079406993979383902?s=46&t=D7hQ...
Same thing happen for western models, try to ask about Gaza genocide and see for what side it will stand
There is a shred of truth in what you're saying, but I think you're generally mistaken. The USA in particular has companies that pratice censorship to support their Left/Right ideology (or push the views of rich people, politicians), but not even Trump can tell OpenAI or Google to turn their model into FoxNews bots.
Re: Who's afraid of Chinese models?
#406Earlier quoted context omitted.
I'm confused, I work at a big giant Fortune 500, we all get GitHub Copilot subscriptionsn - we can switch between OpenAI and Anthropic models with just a click in Visual Studio. There's no stickiness at all. They just made us go through a training after the price hikes about how to choose between models for the best cost/benefit ratio.
The models are not what is being discussed here, it is the harnesses. That is, Claude Code, Codex, and what you use, GitHub Copilot. I suspect there would have to be strong reasons for your Fortune 500 company to switch away from Copilot. Similarly, I have made no ground in arguing to try to get Codex at the company I work for, which got Claude Code a year ago and sees no reason to go through the whole process of set…
claude code is free to use, you can use claude code with any non-anthropic model, so harness stickiness doesn't benefit the AI labs at all.
Re: Who's afraid of Chinese models?
#407The people who are most afraid of Chinese models are the VCs who poured into Anthropic and OpenAI at astronomically high valuations. Anthropic is valued at $1.2T and OpenAI is targeting $850B. These astronomical valuations were built on the premise that these labs would generate massive profits from premium API pricing, but the Chinese labs are completely undercutting this strategy by releasing excellent open models…
I would say it's not just the VCs but the various other entities that will be left holding the bag of debt if the AI-fueled datacenter construction boom/bubble pops. For a list of large and well known projects and their scales: https://epoch.ai/data/ai-data-centers
Aren’t we the ones giving money to the VCs in the end of the rain cycle ?
Re: Who's afraid of Chinese models?
#408Earlier quoted context omitted.
Ben's article "distills" down to 2 reasons that US frontier labs shouldn't be "afraid": 1. US frontier lab unit economics are better 2. US frontier labs are moving up the stack making tools that are "stickiness" and will prevent users from switching. For 1...he doesn't provide any evidence for US lab unit economics being better...the major input to unit economics is electricity...which is cheaper in China. And buildi…
Cost of electricity isn’t a long term advantage in my opinion. Private companies will figure it out. What matters most is $/completed task. It does seem like OpenAI and Anthropic are winning here even with worse electricity rates. Perhaps it is made up by the efficiency of Nvidia and Broadcom chips, which China can’t get in mass. I do think that OpenAI and Anthropic are moving up in stickiness. My company has rallied…
I'm a model nomad, using whatever solved my last problem the best and where it makes the most sense to start my next work in.
However with the latest models Fable, Kimi K3, 5.6, it's getting to a point where I sometimes forget what model I am on without noticing a difference. And once I realize it because something may not be exactly like I expected it I won't switch for that work either because I don't want to invalidate the cache.
For the next work I will do there is maybe a 50/50 chance to remember to switch the model before I start.
That's not what I would call stickiness towards a certain provider.
Re: Who's afraid of Chinese models?
#409Earlier quoted context omitted.
In the USA, multiple political parties balance each out other. In China, there is 1 party. 1 view. 1 definition of the Truth.
I’d love to live in the USA you’re talking about friend. This is just oriental despotism paranoia, whatever cutsie repetition slogan you come up with is not a serious argument.
It's not a secret that China is run as an authoritarian dictatorship. Xi Jinping cannot be ousted in an election. He appointed himself for life, and regularly purges anyone who might usurp his power. They don't have a functioning democracy. Are you seriously disputing any of this?
None of this excuses issues with American democracy.
Re: Who's afraid of Chinese models?
#410Earlier quoted context omitted.
Cost of electricity isn’t a long term advantage in my opinion. Private companies will figure it out. What matters most is $/completed task. It does seem like OpenAI and Anthropic are winning here even with worse electricity rates. Perhaps it is made up by the efficiency of Nvidia and Broadcom chips, which China can’t get in mass. I do think that OpenAI and Anthropic are moving up in stickiness. My company has rallied…
> Private companies will figure it out. Across sectors, China added 543 GW of energy in 2025. Next year, USA is expected to add between 70 and 80 GW of energy
You really have to look at energy/capita and how much energy is embedded in exports. The gross numbers are misleading. The US wasn't building new electrical generation capacity because it didn't need it and there was no market for it (caveats apply, but in a broad sense this is the major reason). Now that the market exists the question is how much can the US actually bring online and how rapidly, which is a real challenge after decades of degrowth politics used to justify slash and burn consumption of the industrial base.
AI is really all about electricity. AI could be completely fake and yield zero value whatsoever and the US would do exactly what it is doing now because the AI bubble is what creates the market for building new electrical generation capacity, which is needed for re-industrialization. Also why our friends in UK/Europe/China are so busy pushing anti-AI propaganda to try to undermine this.