| ▲ | bijowo1676 11 hours ago | |||||||
if you look at share of industry profits, currently most of AI profits are captured by NVIDIA and cloud providers banning deepseek/open weight models will allow Ant/OAI jack up prices and extract more profits for themselves keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers | ||||||||
| ▲ | lelanthran 8 hours ago | parent [-] | |||||||
> keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers With the Chinese manufacturing capacity, how long do you think this will remain true for? You can't spin up a fab in a year, that's true, but you can in five years, at which point all the protectionism in the world isn't going to help. | ||||||||
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