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dzongatoday at 12:47 AM4 repliesview on HN

Chinese models brought the building down.

are export controls the right thing ? Probably not.

but the american economy is over-exposed on "A.I" - the capital expenditure, while the Chinese are proving you don't need to spend tons of capital to get close to the frontier.

the Chinese have better building capacity & cheaper energy. that means the market has to correct at some point.


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villishtoday at 1:08 AM

It's a little too later for export controls. Chinese models have made massive gains through legitimate research but also being trained on billions of tokens from Claude/GPT. The politicians have no idea how to stop that from happening so they pull the only lever they know.

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kcbtoday at 1:07 AM

You really think China doesn't have massive amounts of capital expenditure related to AI? They're actively bootstrapping an entire chip industry.... https://www.reuters.com/world/china/china-prepares-295-billi...

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dakollitoday at 1:00 AM

I trust Chinese companies with my data way more than the corporations of the 4th Reich.

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kraken_culttoday at 12:51 AM

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