The LLM improvement curve will level off and with so many AI engineering being in China they will catch up quickly.
The financial growth based on that everyone on earth will need to have an OpenAI or Anthropic subscription is quickly falling apart.
DeepSeek V4 is good enough for most of my work that that I can no longer justify paying 100x for something else. The cost difference is astronomical.
Where the frontier labs still have a business is probably not casual consumer chat
Not sure why people here are so upbeat about China. It is almost guaranteed it will also introduce export controls on the models.