>Right now it sounds like the US's export ban is not slowing them down a whole lot.
replyJust costing them a lot more money as they pay multiples more buying on the underground grey market.
> Right now it sounds like the US's export ban is not slowing them down a whole lot.
replyIt may wind up being a massive boost to them in the long run, even.
Necessity is the mother of invention.
If this pans out, you're not at all kidding: https://www.youtube.com/watch?v=8ekndZwyOzo
replyTrump allowed more advanced chips (H200s) to be sold after his visit, because some people in the admin still believe the US can "addict" China to the hardware. It seems China is only letting a token few in, the ban is more on their side now, as Xi really wants indiginous capability.
replyThere does not seem to be a big penalty for going slow anyways. People seem to just switch on cost as soon as a model can do a task well enough. There do not seem to be strong network effects or vendor lock in.
replySeems to me that going slow is the better long term tactic. China can just let the USA pay the high R&D costs to figure out what works, then just copy what works.
With subsidization from the Chinese government they will probably be equal to or better than the models here. I mean, have you looked at the author list of any given AI paper published within, say, the past 5 years? I wouldn't be surprised if half or more AI researches are from China.
replyCan you compare the amount to the USA subsidization? Which one is bigger? Per Capita? Per unit of economic growth achieved?
replyYou mean from the private investors? It seems the labs on both sides of the ocean are quite negative in their profitability right now due to the competitiveness. Though Anthropic claims they will have a profitable quarter this year (despite the huge build-out), so their margins on API costs are likely quite decent.
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