> How are Chinese companies financing their buildouts of AI infrastructure?
The same way that OpenAI and Anthropic will dig themselves out of the hole; By pawning off the training costs onto taxpaying citizens.
> Well you don't need a moat to be a successful business.
glances at Nvidia
Do you mind repeating that line a little louder?
> How do you know folks aren't taking you for a ride instead?
I do know that I'm being taken for a ride. I pay taxes to this ass-backwards US government, and they beg me to pay $20/month for their tokens in return. I've been using a $3/month GLM-5.2 subscription and have gotten probably 10x more value from it than I ever got buying Claude Code. This American AI nonsense is too expensive for my blood, and too censored for legitimate research.