> west points the wastefulness of western labs whether in terms of gpu clusters being ran, cost of inference.

Can’t possibly be intentional media strategy by a geopolitical target, right? If its going to negatively impact valuations and revenue of major rivals, seems like a desirable strategy?

We just saw OpenAI take the steps to significantly lower the cost of one of their models, which confirms that at least one western lab has a large margin on inference, not a large inference cost.

Meanwhile, we don’t know how many experiments these east/west labs are performing relative to each other. We also know that many western labs have a whole portfolio of models too, which is product breadth not necessarily waste.