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GodelNumberingtoday at 2:07 PM3 repliesview on HN

> lowest energy costs will likely be able to dictate market prices

This is a good insight. I think everyone has seen that chart China's electricity generation going parabolic vs the US. That combined with cheaper yet equally good talent means at least in that segment, the closed labs won't catch up anytime soon


Replies

rgbrennertoday at 2:24 PM

> China's electricity generation going parabolic

Even if we all switch to Chinese models, the west isn't going to be running the model on Chinese servers... and the majority of costs are from inference.

> cheaper yet equally good talent

China has tech talent, but this isn't a 3rd world developing nation. Chinese AI researchers are getting paid $10M+ USD/year salaries.

Also they're equally good, but somehow consistently behind?

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andsoitistoday at 2:09 PM

> the closed labs won't catch up anytime soon

Which closed labs won’t catch up to whom?

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narratortoday at 2:13 PM

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