I guess I’m implicitly assuming any AI slowdown is for technical reasons, so also affects Chinese companies. If it were, say, a loss of investor confidence in LLM foundation labs, then it might not affect Chinese companies if they had sufficient CCCP state funding.
If it’s for technical reasons, then it should hit Chinese companies only as soon as they catch up, doesn’t it? I’m not sure I understand your argument.
Also, I don’t think Chinese companies have any viable business model for future scaling anyway since no one outside China wants to send their data on Chinese servers. Hence they are forced to economize as much as possible, and it’s possible they are supported by Chinese authorities for political reasons.
I take your point. I think I was assuming as slowdown, not a wall, and that the Western companies had more money so got further. But yes, it’s quite sensitive to circumstantial details.
I guess I’m implicitly assuming any AI slowdown is for technical reasons, so also affects Chinese companies. If it were, say, a loss of investor confidence in LLM foundation labs, then it might not affect Chinese companies if they had sufficient CCCP state funding.
If it’s for technical reasons, then it should hit Chinese companies only as soon as they catch up, doesn’t it? I’m not sure I understand your argument.
Also, I don’t think Chinese companies have any viable business model for future scaling anyway since no one outside China wants to send their data on Chinese servers. Hence they are forced to economize as much as possible, and it’s possible they are supported by Chinese authorities for political reasons.
I take your point. I think I was assuming as slowdown, not a wall, and that the Western companies had more money so got further. But yes, it’s quite sensitive to circumstantial details.