Earlier quoted context omitted.
All AI companies are valued as if they'll win the AI race. Problem is, only one can win * * That is, if a lab like Deepseek doesn't release a "good enough" model for the cost of electricity + a thin margin. Then all AI company lose and all consumers win.
What does it even mean to "win the AI race" ? Right now there are many providers providing different tradeoffs, for different usages. Would "winning" mean releasing an all-purpose better model that will outperform every other companies for all kind of tasks ? Something like AGI but cost effective ? Or is it winning the consumer-side AI race ? Like making a kind of "super personal AI assistant" the likes you would see…
Creating a world-ruling AGI which feels mild sympathy for its creators, sharing some table scraps with them. Not sure if /s...