Chinese companies giving away expensive models for free is a symptom of the AI bubble, too. It's not a law of nature that they'll always be able to scrounge up the money for yet another training run.
This doesn't strike me as a symptom of a bubble - except in so far as the bubble pushes the competitors models forwards and thus they need to invest more to stay competitive.
They all carry political weights, because humans behind defend their interests, and are promoting some social values.
This answer from Claude is so biased that it is ridiculous
China acts like an entire bloc, not as single companies, and they want to monetize hardware.
ByteDance is going the direct-to-consumer route with their Doubao chatbot (the most popular in China, probably thanks to their social media prowess). iFlyTek seems to be angling for enterprise and government use cases, where they already have an in.
The companies that have released weights have in common that they didn't have a monetization channel lined up and their models weren't good enough to make people pay attention with just API access. (You can see with Qwen Max that the calculus can change towards not releasing weights for better models.)
And who exactly among the investors is having their complement commoditized? When Nvidia releases Nemotron, the story is clear, but it's less obvious for say Z.ai's GLM.
> I have never said they always act as a bloc
Pick one