The infra work is usually technically tedious so I think it may become some lost art in the west just like those manufacturing jobs.
What's going on here, why are people forgetting what's around them? Does familiarity breed contempt? Are attention spans so shot that failure to participate in this week's news cycle is enough for "out of sight, out of mind"? Or is HN full of Chinese bots now?
My hypothesis is that there is not such a big difference at all. All three of the companies you mentioned are world class competitors in this. DeepSeek were the last to have a "hit" but that isn't an indication that they'll be the next of the three (or other yet unknown entities) to have the next hit. We try to predict what happens next now but perhaps we should rather focus on who or what we want to succeed. For me it's quite clear: it should be open source or I'm long term not that interested.
"If you are pursuing short-term goals, it is right to find people with ready experience. But if you look at the long-term, experience is not that important. Basic skills, creativity, and passion are much more important.”