Chinese models brought the building down.

are export controls the right thing ? Probably not.

but the american economy is over-exposed on "A.I" - the capital expenditure, while the Chinese are proving you don't need to spend tons of capital to get close to the frontier.

the Chinese have better building capacity & cheaper energy. that means the market has to correct at some point.

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villish 3 hours ago | parent | next [-]

It's a little too later for export controls. Chinese models have made massive gains through legitimate research but also being trained on billions of tokens from Claude/GPT. The politicians have no idea how to stop that from happening so they pull the only lever they know.

	▲	zamalek an hour ago \| parent [-]
		Also, don't forget that we're only here because the clown-in-chief cut them off from GPUs - forcing them to make do with inferior hardware (and hence superior ideas). I have no doubt that any controls would only make China stronger.

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kcb 3 hours ago | parent | prev | next [-]

You really think China doesn't have massive amounts of capital expenditure related to AI? They're actively bootstrapping an entire chip industry.... https://www.reuters.com/world/china/china-prepares-295-billi...

	▲	xmprt 2 hours ago \| parent \| next [-]
		Relatives vs absolutes. America will spend $500B and because of leaky pipes that's effectively 100B going directly to what's needed. China gets a lot of bang for their buck so even if they're spending a fraction of the US, they make it worth their money.
	▲	enraged_camel an hour ago \| parent \| prev [-]
		China’s chip industry is 7-10 years behind, and that is because they are desperate and have been throwing money at it. But technological progress requires more than just money.

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dakolli 3 hours ago | parent | prev | next [-]

I trust Chinese companies with my data way more than the corporations of the 4th Reich.

	▲	3 hours ago \| parent [-]
		[deleted]

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kraken_cult 3 hours ago | parent | prev [-]

[flagged]

	▲	chews 3 hours ago \| parent [-]
		-3 homer discount