Earlier quoted context omitted.
This is the reason IMO. Fundamentally China right now is better at manufacturing (e.g. robotics). AI is the complement to this - AI increases the demand for tech manufactured goods. Whereas America is in the opposite position w.r.t which side is their advantage (i.e. the software). AI for China is an enabler into a potentially bigger market which is robots/manufacturing/etc. Commoditizing the AI/intelligence part mea…
This may make sense if there is a centralized force to dictate how much these Chinese foundational model companies charge for their models. I know in the west people just blanketly believes that the state controls everything in China. However it can't be further from the truth. Most of the Chinese foundational model companies like moonshot, 01.ai, minimax, etc used to try to make money on those models. The VC money r…
Given as you say the long term cost of AI models is marginally zero, I don't think this is a bad position to be in.