alt Hacker Newsthey don't have moat in hardware either
Chinese counterpart like CXMT and Huawei is begin producing their own chip
You cant block an entire nation level effort with tariff
they don't have moat in hardware either
Chinese counterpart like CXMT and Huawei is begin producing their own chip
You cant block an entire nation level effort with tariff
I think the moat that China has is energy costs. It's taking learnings from the Bitter Lesson. If you role up scale and compute to the next level, it's energy resources. China has it and sharing open weight models is an effective means of removing the tech moat. This idea has been floating around for a bit now (I'm not taking credit for it).