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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

#13

Post by jryio »

I'm glad we went to space, truly. Racing the USSR might have been the wrong reason but it got us there. We've benefited immensely as a species from exploring the solar system and looking deep into the universe.

I'm not certain that racing China in AI is the right reason but it might get us... somewhere.

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

#14

Post by diego_moita »

> Winning the AI Race

Which one of them all?

If you mean "building models that are very good at coding and as substitutes for search engines", then yeah, sure.

But if you mean: "applying AI to industrial applications and robotics", then China is far ahead: https://time.com/7382151/china-dominates-the-physical-ai-rac...

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

#15

Post by NitpickLawyer »

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…

Claude is already on Vertex - https://docs.cloud.google.com/vertex-ai/generative-ai/docs/p...

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

#16

Post by krzyk »

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 limits are a kind of that, but they have them less stricter than Claude ones)

There is one winner in this race - China. Trump with his agendas and wars makes it even more likely that China will lead this new market.

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

#17

Post by lorecore »

It’s certainly too early to call (if you must view this as some sort of adversarial competition). The US is behind on local models, the future for anyone who cares about privacy. There may be step change innovation yet to come that completely shifts the landscape. There’s basically no switching costs to users to change models. They have no lock-in.

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

#18

Post by epolanski »

mikece wrote: post #10

I feel like the title of this post should have "for now" appended.

+1

Of course US has a huge head start, but if AI keeps growing, what matters is how the market's gonna look like years from now.

Most of my clients using AI in the business workflows (in products) use Chinese LLMs, because after benchmarking for a specific use case you nearly always end up finding that you pay half or a tenth.

That's not a new phenomenon. I've adapted Gemini Flash 2.5 years and years ago when people were dissing it as "crap", yet it was the best budget and quality fit for the task I had at hand back then (translating and summarizing tons of documents). It was both faster and around 100 times cheaper than the best GPT 4 model available.

Needless to say, medium-sized Chinese models are far better than those LLMs and a perfect fit for countless applications.

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