Posted by akrylov 23 hours ago
Opening up comments to see top comments are 90% "NO U" without any substantial discussion - you disappoint me, HN.
Even if any of the US corporations would eventually end up in a scenario where their revenue is at least as high as their inference cost, what harm would that do to the other contenders? It's not as if there is any kind of network effect here that would exlude them from market participation.
The USA is very good at loosing very, very expensively....
Where are these profits of which you speak?
Michael Phelps is winning the race! ... for now
China is winning the EV race ... for now
It doesn't seem to add value to me, aside from being an opportunity to, as is the time-honored tradition of the haters, to sow doubt and create negative energy to anything related to American success.
Of course US has a huge head start, but if AI keeps growing, what matters is how the market's gonna look like years from now.
Most of my clients using AI in the business workflows (in products) use Chinese LLMs, because after benchmarking for a specific use case you nearly always end up finding that you pay half or a tenth.
That's not a new phenomenon. I've adapted Gemini Flash 2.5 years and years ago when people were dissing it as "crap", yet it was the best budget and quality fit for the task I had at hand back then (translating and summarizing tons of documents). It was both faster and around 100 times cheaper than the best GPT 4 model available.
Needless to say, medium-sized Chinese models are far better than those LLMs and a perfect fit for countless applications.
Just as business exported strategically critical manufacturing to China, now it is helping funding China’s race to take over the US in AI and beyond.
Lesson is pure free trade doesn’t work if (a) not everyone is playing by the same rules and (b) the trading territories are or may become opposed.
American economic policy gave the world an authoritarian super power and Trump. Not a great track record.
I dont know what the benchmarks are supposed to represent, but to me Kimi K2.6 is indistinguishable from e.g Opus 4.6.
Correct. "Revenue" is the wrong scorecard when they're selling 20$ bills for 15$. I too can make a bajillion dollars in revenue with that strategy.
Show me a company not speed running the uber/doordash playbook and we can talk.
It's like the USA Librem 5 vs PinePhone. About the same HW for $1600 vs $150.
Sure will not pay 10x for "US" thing just because it's a US thing.