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They'll just lobby the government, feds will label them a security threat and ban them from corporate use. The American AI VC will breathe a huge sigh of relief and call it a day.

Nothing says capitalism like writing laws to stop the competition needed to fuel innovation.

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It's a sound prediction on regulation, but I don't think that's enough.

US is about 4% of world pop. And a lot of private use within those 4% will prioritize price.

Still a huge market with disproportionate spending power but from what I can tell OAI and friends need the outcome to be world conquering on the scale of google in search - global domination. Sub 4% ain't gonna cut it even if it's a thick 4%

With the Chinese models now being 3T too I don't think they have to. Speed/cost wise this already doesn't seem like a viable model. The biggest threat for the economy IMO is if they challenge the whole Nvidia/Datacenter infrastructure money side, which this pretty much doesn't. More likely they will ban running LLMs locally in some way

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