It's the Chinese open source models. They're barely behind the frontier, making AI a commodity, forcing openAI and Anthropic's margins downward.
I'm hardly a fan of China/Xi, but I do appreciate and benefit from this.
I'm hardly a fan of China/Xi, but I do appreciate and benefit from this.
They will burn as much money as necessary to make that happen. And they have a virtually infinite amount of liquidity.
There's only 12 countries that do on the planet, the most "relevant" of them being Guatemala and Haiti.
As or the LLM topic: you can download weights of chinese models and remove any censorship and bias. Can you do so with american closed ones?
For political reason, yes. Taiwan is obviously a country, though.
The goodwill/propaganda are convenient, sure, but my guess is that they aren't the primary motivation. Another possibility is that if no takeoff happens, pressuring OpenAI/Anthropic on profitability would exacerbate any damage overinvestment has done to the US stock market/economy.
Capturing the users is the ad network, that's Google and OpenAI. Capturing corporate trust at a reasonable API cost, that's Anthropic's direction.
China has none of that and they never will for exactly the same reason Baidu is irrelevant globally despite being a highly capable search engine. 'Search' is also a commodity, that's not the value that Google brings to the table.
It's a search engine, anybody can build a search engine = that's what you just said.
But two products that provide essentially the same benefit, and one is significantly cheaper? Corporations maximize profit, my friend. What the model has to say about Tianammmen Square doesn't matter when we're using it to write code.