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johnechecktoday at 6:24 PM1 replyview on HN

It's the Chinese open source models. They're barely behind the frontier, making AI a commodity, forcing openAI and Anthropic's margins downward.

I'm hardly a fan of China/Xi, but I do appreciate and benefit from this.


Replies

bulbartoday at 7:39 PM

China doesn't care about money. Imagine a world where it's globally normalized to ask a Chinese LLM who to vote for, what happened in Hongkong, about the Uigurs, or if Taiwan is a country.

They will burn as much money as necessary to make that happen. And they have a virtually infinite amount of liquidity.