621–630 of 1001 posts
So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…
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Reuters is reporting that Xi is planning to endorse open source/weights AI in a speech tomorrow. This is probably highly relevant to why Moonshot is committing to making Kimi open weights.
Earlier quoted context omitted.
Open Source >>> Closed Source [1] I don't want to cheer against my country, but we've given up on open source. The way Anthropic and OpenAI treat their customers as adversaries is embarrassing. I will cheer for China, for Kimi, and for z.ai until we have something in the same category. [1] I'd even be fine with open weights, fair source, or anything that let us have direct access to the weights. Even if that came wit…
I am with you in the spirit of openweights but I am trying to hard-avoid bringing countries into this. The narrative of US vs China only benefits those who want regulatory capture in the US since attacking China is politically much easier than attacking open-weights, so certain groups like to repeatedly call them 'Chinese models'.
So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…
It's an attack on USA's AI tech giants. Destroy any hope of profitability, prevent further capitalization, ultimately bankrupt them. Hasten the popping of the AI bubble. Drag down the stock market. Put a dent in the GDP (alleged growth). Cause investors to pull back, further depressing economy. Devalue the dollar. Kicking off an interest rate doom loop. Challenge USA's hegemonic role in the emergent multi-polar (post…
So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…
If there was some grand strategy for all Chinese labs, surely it'd have leaked by now. I think its more likely that: - Companies can still make money from commodities - Chinese labs only have 5-10% the valuation of OpenAI/Anthropic, so massive monopoly profits aren't necessary. Profit expectations for tech companies in China are really low in general, complete opposite of the US. - Open weighting is a great way to ge…
I'm definitely not saying that's the only factor, but I think it's naive to assume it isn't at all a factor.
So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…
It's a GTM strategy: https://try.works/why-chinese-ai-labs-went-open-and-will-rem...
Earlier quoted context omitted.
If there was some grand strategy for all Chinese labs, surely it'd have leaked by now. I think its more likely that: - Companies can still make money from commodities - Chinese labs only have 5-10% the valuation of OpenAI/Anthropic, so massive monopoly profits aren't necessary. Profit expectations for tech companies in China are really low in general, complete opposite of the US. - Open weighting is a great way to ge…
> Companies can still make money from commodities Especially Chinese companies. Just think about all the other industries where Chinese companies dominate by extremely low cost.
Earlier quoted context omitted.
> Companies can still make money from commodities Especially Chinese companies. Just think about all the other industries where Chinese companies dominate by extremely low cost.
Isn't that typically because they have lower labor costs? Not sure that applies as much to AI.