China and Europe (Mistral) show that models can be very good and much smaller then the current Chatgpt's/Claudes from this world. The US models are still the best, but for how long? And at what cost? It's great to work daily with Claude Code, but how realistic is it that they keep this lead.

This is a new tech where I don't see a big future role for US tech. They blocked chips, so China built their own. They blocked the machines (ASML) so China built their own.

>This is a new tech where I don't see a big future role for US tech. They blocked chips, so China built their own. They blocked the machines (ASML) so China built their own.

Nvidia, ASML, and most tech companies want to sell their products to China. Politicians are the ones blocking it. Whether there's a future for US tech is another debate.

> but how realistic is it that they keep this lead.

The Arabs have a lot of money to invest, don't worry about that :)