But so can everyone else. What’s the moat for spending all those billions. I understand the Chinese angle, they need to undermine American models as a matter of statecraft, but what is the business model here? It just seems like VC charity.

use open models to gain marketing/users/attention and then go closed? maybe

There are no moats. LLM's are a commodity. The point in spending all of the billions is to have strong domestic open-weight models.

One of the worst case scenarios regarding LLM's is monopoly control, so these billionaires know they need to invest in competition.

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