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> where it matters most: commercialization. It begs the question because both its premise and assertion are already wrong. Has AI improved the industrial capacity of the US in order to improve the lives of its citizens? No it hasn't. Has AI increased the wealth of its citizens by being able to do laundry or any household task in a generalized way? No it hasn't. The only thing it's really done is make very narrow slic…
Article title: “The US is winning the AI Race” Article content: “The US are capitalizing on AI the best” A lot of assumptions there that no one can actually verify as true right now. If commercialization into rent-seeking SaaS landscapes is the endgame, then yeah, the US is winning the AI race. If individualization, local LLMs, and consumer hardware are the endgame, China is winning the AI race. If it’s something ent…
That seems like a lot of rationalization to me. China is pursuing these because they cannot compete on the frontier. Yes, there is a possibility that all that compute is not needed, but it is a rather remote possibility, and there is no doubt that, given the choice, China would be pursuing frontier model building with closed, propietary-only offerings.
No, the US is _leading_ the AI race, but the race isn't over. What's the point of leading the race for 90% of it, if they're gonna slip on their own sweat and fall down by the end? In non metaphorical terms, what's the point of spending billions of dollars rushing to get the best AI tech at all costs, when the competition can distil your progress and catch up in 6-12 months while only spending 1% of what you spent. E…
Whether they're correct that there can be only one is of course a matter of debate. But that is at least the mind-set they are operating under according to Cuban.
Earlier quoted context omitted.
That seems like a lot of rationalization to me. China is pursuing these because they cannot compete on the frontier. Yes, there is a possibility that all that compute is not needed, but it is a rather remote possibility, and there is no doubt that, given the choice, China would be pursuing frontier model building with closed, propietary-only offerings.
Forgive me if this is a naive assumption, but wouldn’t large language models be fundamentally different for a language that is largely symbols? Again, my understanding of Mandarin is limited if it exists at all.
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…
If you make better guns, you're still limited by how many people can carry them. You can't conquer the world just like this.
But if someone invents super intelligence, they can dominate new AI research, control global economies, fight much better, and all very quickly.
No, the US is _leading_ the AI race, but the race isn't over. What's the point of leading the race for 90% of it, if they're gonna slip on their own sweat and fall down by the end? In non metaphorical terms, what's the point of spending billions of dollars rushing to get the best AI tech at all costs, when the competition can distil your progress and catch up in 6-12 months while only spending 1% of what you spent. E…
Mark Cuban in a recent interview answered your question: companies are afraid there is going to be just one in the end—sort of the way there is one ad-company now on the internet. They want to be that one. Whether they're correct that there can be only one is of course a matter of debate. But that is at least the mind-set they are operating under according to Cuban.
Which one, Meta[0]?
0. https://www.reuters.com/business/media-telecom/meta-poised-s...
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…
GLM, Kimi, MiMo, Minimax, Deepseek, Qwen would like to have a word. :)
I dont know what the benchmarks are supposed to represent, but to me Kimi K2.6 is indistinguishable from e.g Opus 4.6.
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…
It's a war in the sense that there's a concern that eventually you hit a singularity and can outsmart others in ways not constrained by human scales. If you make better guns, you're still limited by how many people can carry them. You can't conquer the world just like this. But if someone invents super intelligence, they can dominate new AI research, control global economies, fight much better, and all very quickly.