alt Hacker NewsThe incredible arrogance and hybris of the American initiated tech war - it is just a beautiful thing to see it slowly fall apart.
The US-China contest aside - it is in the application layer llms will show their value. There the field, with llm commoditization and no clear monopolies, is wide open.
There was a point in time where it looked like llms would the domain of a single well guarded monopoly - that would have been a very dark world. Luckily we are not there now and there is plenty of grounds for optimism.
Replies
I've been baffled watching America double down on the same strategy even when it failed to produce results
They sanctioned the hell out of Huawei and now Huawei is bigger than ever
America is just not able to digest the idea that another country can be as good, if not better, at innovation
This model is dead on arrival.
It’s a burned ccp money at this point . They will not be able to serve it until H2 2026 . Even at this point if you look at opus 4.7 and gpt 5.5 this model is just mediocre.
By the time they can serve it nobody will care at all.
As much I apprecite the sentiment, I think it is too early to declare that the well guareded monopoly is over. Yes, these models have answers, but don't expect all the large enterprises to switch to these models. The other aspect is scaling to serve these models will need a lot of time even if Huawei succeeds. Not all the Governments trust China and there will be a lot of resistance to work with these models eventually, even if cheaper.
These have been my predictions since at least the first release of DeepSeek-R1 over a year ago:
1. There will be no moat where one company "owns" AI. China will see to that. It's simply too much in their national interest for that not to happen;
2. This is incredibly bad news for OpenAI who have raised so much money with so (comparabley( little revenue that the only way they can get a return on that is to "win" and be that company that "owns" AI; and
3. China's chipmaking will catch up with Taiwan within the next decade (with commercial EUV at scale within 5 years). I liken this to American hubris over the development of the atomic bomb where in 1945 many American leaders and military thought the USSR would either never get the atomic bomb or it would take 20+ years. It took 4. And they USSR's first hydrogen bomb was detonated a year after the US's.
Whereas the USSR did this with espionage. times have changed. Now all China has to do is throw a few million dollars at hiring the right people froM ASML and elsewhere. China has the track record of delivering on long term projects. Closing the lithography gap will be no different.
It's not a tech war. America built China's capability through outsourcing manufacturing. It's hardly a war.
not really, china has gone domestic for everything as soon as it could.
its naive to think they would have stayed on a 'western' stack.
Most of the time 'losing' isn't making a bad choice its being put in a situation where you have no good choices.
Still not sure how I feel about China of all places to control the only alternative AI stack, but I guess it's better than leaving everything to the US alone. If China ever feels emboldened enough to go for Taiwan and the US descends into complete chaos, the rest of the world running on AI will be at the mercy of authoritarian regimes. At the very least you can be sure noone is in this for the good of the people anymore. This is about who will dominate the world of tomorrow. And China has officially thrown their hat in the ring.