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

avkcode.github.io

321–330 of 718 posts

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

#322

Earlier quoted context omitted.

Well China is consistently 6 months behind the frontier labs(possibly because they can they harvest data from released frontier models). If the scaling continues, US will win, but if not then China will win as the models will converge.

The non-release of Mythos tell you the future of that, so long as they can keep the weights from being exfiltrated. Once models become true national security threats, they won't be released in their full form. The hitch-a-ride approach becomes less capable of keeping up.

We were talking about winning commercially, not on model quality.

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

#323
post #135

Earlier quoted context omitted.

> But if someone invents super intelligence, they can dominate new AI research, control global economies, fight much better, and all very quickly. After reading "If Anyone Builds It, Everyone Dies" I think this is not the correct take. If anyone creates ASI, it just means it's going to wipe everyone out, and it doesn't matter if China or the US do it first

If you were an American, wouldn't you prefer the US wiped you out rather than China?

Are you missing the /s?

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

#324
post #277

No, they are not. They are winning because West is forbidden to use Chinese models for anything work-related.

You’re saying if we were allowed to use e.g. qwen more broadly the US wouldn’t be in the same strategic position? We have the best models…we own all the companies that make the best infra and the hyper scalers…I don’t think “oh we can use Qwen now?” Would exactly devastate the US

Qwen's open models are quite small compared to Kimi, GLM and DeepSeek Pro, which are often described as near-SOTA.

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

#325

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...

yes, and Claude is available on Google AntiGravity with some paid accounts.

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

#326
post #30

Anthropic, OpenAI and Google are the standouts, but the main question for me is, why is this a war? In their own context China has greatly benefitted from this. They shored up their gpu design and manufacturing expertise. If this really is a war, trump is kneecapping the country with his lawlessness and eroding America’s good will. If the world cannot trust China with their data and they cannot trust the U.S. to prov…

Because the US cannot imagine anything else. Everything is a War, and the US must always win..

it would be nice if they declared War against global climate change.

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

#327

Earlier quoted context omitted.

> free iPhone with a mobile plan I get your point but in what sense is that "free"? What mobile plan giving you an iphone doesn't come with explicit debt?

Here's an example from 2025 with a major US carrier - Verizon: https://tech.yahoo.com/phones/deals/articles/want-free-iphon... They run various schemes like this all the time, you can also trade in your existing phone a lot of times for pretty favorable terms. I've traded in phones that were a few years old and gotten $1000+ for them, especially when switching providers.

Verizon's "free" iPhone deal is you pay for the phone up front and then receive a bill credit. Here's the fine print from one of those deals:

$729.99 purchase on device payment or at retail price required. New line req'd. Unlimited Welcome, Unlimited Plus or Unlimited Ultimate plans required. Less $730 promo credit applied to account over 36 mos; promo credit ends if eligibility requirements are no longer met; 0% APR.Taxes & fees may apply. Credits will appear on your Verizon Wireless bill.

https://www.verizon.com/shop/online/free-5g-phones/

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

#328
post #326

Earlier quoted context omitted.

Because the US cannot imagine anything else. Everything is a War, and the US must always win..

it would be nice if they declared War against global climate change.

They are participating in the war, on the side of climate change.

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

#329
post #277

No, they are not. They are winning because West is forbidden to use Chinese models for anything work-related.

True, many people don't know GLM 5.1 and Kimi 2.6, really on par with frontier models. There's also Minimax 2.7, DeepSeek 4, Qwen, Xiaomi 2.5 Pro, etc. China is leading in open source frontier models, so I don't really see how the US wins this one. At some point, companies and people will start running their own models in the cloud and locally, Chinese models will be everywhere.

Nah, I model hop constantly as I work with serving GLM and Kimi models and they're not nearly as good as Opus 4.5+ and GPT 5.2+ and it's not particularly close. They're good by standards set a generation or two ago, but they're really not competitive with where the frontier models are at now.

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

#330
The US is running itself, and humanity, into the ground by massively increasing the amount of electricity it uses, instead of reducing electricity and fossil fuel usage. US residents have already started to feel the crunch in terms of water and power in some areas; and the entire world is experiencing the (admittedly less critical) shortages in RAM and SSDs.

And that's not to mention the warping of US economic life by the concentration of capital around this bizarre endeavor, with the circular multi-hundred-billion-dollar deals and such.

Unfortunately, the detrimental effects of global warming arrive gradually, and are spread out over the entire globe, so the "AI barons"/tech magnates will probably suffer the least, while island countries will be completely wiped out, whole regions will become too hot to sustainabily live in, tens of not hundreds of millions will have to migrate, biological diversity will suffer, etc. They will look back on these times in a 100 years and will think of us, or at least of US, as the people boarding the Titanic. Hopefully not as the people who board the Hindenburg.

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