alt Hacker NewsI don't think the real-world evidence supports your argument... OpenAI and Anthropic have all of those advantages today, and Chinese models are reaching the same level. Clearly, the Chinese labs are doing something very right that is not directly related to infinite money.
Doesn't change the argument. As long as the models are open, the big cloud providers have strict advantage, because even if some open model gets ahead, they can just serve it from their infra, and do it better than everyone else.
This proves the strict inequality in my claim is preserved, everything beyond that is just debating the size of their advantage.