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by black_puppydog4 hours ago |
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upvoteby randomgermanguy4 hours ago|
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But a better model almost always comes with a better dollar-per-task-accomplished ratio, compared to worse models.

So not only outpriced, outperformed, but also outregulated.

Idk i wish there was some bright light in the future, but i dont see it

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upvoteby oblio3 hours ago|
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I would rather LLM cost curves go down 10x and then we really do something.

We need a lot more hardware for universal LLMs (probably 10x, if not more), and we need it to be cheaper.

If anything, I would fund a DRAM maker in Europe.

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upvoteby nickpp3 hours ago|
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> I would fund a DRAM maker in Europe.

I wouldn't. I can think of at least 10 regulations (labor and environmental chef amongst them) that would render such a maker uncompetitive from the start. Chinese makers would eat its lunch.

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upvoteby ezst2 hours ago|
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Doesn't matter, we need to opt out of the rat race that consists of making the planet worse for the next generations in exchange of quick bucks for the oligarchs.

The way is to factor externalities in the final price, reward sustainable behaviour and set better standards. And that's what's going on: https://arstechnica.com/tech-policy/2025/12/how-europes-new-...

The same applies to labour conditions and quality standards. And don't bring up arguments like "it can't work" or "that hurt competitiveness": all workers around the world want the exact same thing, a livable planet for their children. The only ones to object are the global elite who one ends up defending when they make the current status quo sound inevitable.

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upvoteby oblio2 hours ago|
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We used to have some. Also, regarding labor, that part boggles the mind. Aren't those factories supposed to be highly automated?

Also, at this point DRAM availability is becoming a security risk.

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upvoteby matusp1 hours ago|
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How much money are Europeans paying to US companies for AI services and how much are Americans paying to EU companies? I don't think it's a good idea to let billions of dollars go to other countries because you couldn't be bothered to build a competitive product.
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upvoteby selcuka4 hours ago|
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Those things are not mutually exclusive. We can have open weight, yet close-to-frontier models. China has very strong models that can also run locally.
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upvoteby realusername4 hours ago|
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That's true, however, if you are too far from the top models, you still are in danger of not being in the race anymore.

And with half the score of the top models, that's where Mistral is at.

As it is now, no tech company in the EU will use it, if they were just 80% from the top, that would be more feasible.

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upvoteby adventured1 hours ago|
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Why hasn't Baidu taken over the world's search market?

What moat does Google have that's so special in search?

You need to spend hundreds of billions of dollars to scale globally in search. And you have to take the market away from Google at the same time. Good luck.

OpenAI and Anthropic are doing that right now in LLMs, hyper scaling to a billion people. Having a billion users you can actually serve is a moat.

When OpenAI is done attaching a full ad model to GPT, they'll be able to serve a billion users profitably globally with zero subscriptions. This is what keeps Google up at night: ~$500 billion in ad revenue up for grabs circa 2030.

Any service with hundreds of millions of users is a lucrative ad business. TikTok, YouTube, Instagram, Facebook, Google, Amazon.

OpenAI's moat, if they get there soon enough, is that they'll be able to lean into a high margin ad business to press down on the market and kill everybody. You won't be able to serve the infrastructure to compete at the cost structure they'll able to subsidize at via the high margin ad business. This is an extraordinarily straight-forward move, and it's comically anti-competitive, and nobody will stop them from doing it. Their mistake is that they're at least two years behind where they should be in advertising.

Anthropic is the one at the most risk from the Chinese models, they have the weaker everyday consumer side. Enterprise won't be supported by an ad model very well.

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