I wish for US to win the Chinese race if there's one. I would agree that the Chinese getting access to GPUs, building models, making them open weight and also sharing has really pushed the American labs. Without Chinese models, we would probably be 1 year behind where we currently are. Competition is a healthy thing. This competition has increased intelligence so fast and created ridiculous demand on hardware. So it's been great for Nvidia and their stock. I don't know what Jensen knows nor do I believe he could have anticipated how the field would play out. Whatever happens, it's been one heckuva ride for him. Unfortunately there are many people that would love to get into his position, the pay is going to be delicious...
Given the risks of AI tech, one could argue quite easily that "we would probably be 1 year behind where we currently are" would be a better outcome.
These are strong and unsubstantiated claims.
The main competitions US labs are facing, are from one another at this point, not from open weight models. If anything, the competition from new entrants in the west (Meta, xAI, even Google if you think about it) has pushed things even faster, but regardless, I don’t see how OpenAI and Anthropic would have been any slower if there were no open weight models.
I wish this race to the bottom would stop.
Why do you wish for US to win? I think it's a quite scary moment if I, to be able to work, need to pay a hefty tax in tokens to a few big American corporations instead of having a server in my cellar with a few GPUs I control or having a healthy ecosystem of competition serving the models we need daily.