alt Hacker NewsThe whole "race" narrative is silly. It is all built on the assumption that one country (corporation, actually) somehow creates AGI and thus, essentially, the singularity. Great for raising VC, apparently, but at its core this is magical thinking.
Even if any of the US corporations would eventually end up in a scenario where their revenue is at least as high as their inference cost, what harm would that do to the other contenders? It's not as if there is any kind of network effect here that would exlude them from market participation.
No US has been "winning" or rather leading thus far, but there is no guarantees that it will ever "win". I do not subscribe to idea of omnipotent omnipresent AGI. China plays a long game, I think DeepSeek does not engage in platform building on purpose. DeepSeek was probably assigned with a role of a primer lab, the goal is to replace CUDA, align with Huawei chips to do cutting edge research and cross-pollinate other teams in China. They might even hide the best models on purpose. In a long run China will use its industrial capability to apply and use AI better than anyone else. And that would be a good thing for the World.