But the argument isn’t about model providers tho right (providing inference)? Using Chinese providers is already a privacy problem if user data is involved, so I don’t know if anything would change here.
What you’re suggesting is that the policy would stop big co‘s from running their own inference completely, no? Or only the foreign open source models?
> don't bother analysing it technically
I feel you have to, because where’s the line? Is running GPT-OSS myself fine (if I were a big company)? Mistral models? Or are none of them ok? What about if I am getting inference from a small startup, which is running OSS models for me? Or is only OAI/Anthropic ok?
Among the chiefs of the Fortune companies there is no complete unity, as some think that they should receive some of the AI profits, instead of OpenAI and Anthropic.
Recently, both the CEO of Palantir and then the CEO of Microsoft have criticized quite harshly the business model of OpenAI and Anthropic, implying that it is bad both for society and for their corporate customers.
None of those two would come first in mind for altruistic behavior, so their criticisms must be based on business reasons.
For the CEO of Palantir, it is clear that the criticism was a sales pitch for a new Palantir product (Sovereign AI), which is a turn-key system including all hardware and software needed by a company to self-host AI model inference and also training or fine tuning.
It is less clear which is the motivation of Microsoft. If they do not like the business model of OpenAI and Anthropic, then this means that they also want to compete with them, but that cannot be the same as what Palantir proposes, i.e. self-hosting on premises. Perhaps Microsoft also wants to propose some kind of self-hosting, but instead of on premises, doing it on some kind of Azure instances.
So the Chinese are not the only "enemies" for OpenAI and Anthropic.