Most of sp500 companies are never going to use chinese models.

matsemann an hour ago | parent | next [-]

Only because anthropic&co will price themselves just below the cap where people contemplated switching. In so, the Chinese models still set a sort of cap on the prices they can charge, even if not directly.

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pbasista an hour ago | parent | prev | next [-]

Why not?

I can understand that they might be cautious about sharing their data with a Chinese company.

But them being the most successful companies means that they can just buy their own hardware. And run whatever models they can get their hands on in there.

Even if those models are Chinese. They (the companies running them on their own hardware) would be in full control then.

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maxnevermind an hour ago | parent | prev | next [-]

I work in one of sp5 and I use chinese models :-D

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cmdrk an hour ago | parent | prev | next [-]

depends on the framing.

if the chinese models have this aura of inferior quality around them, then sure.

if they manage to frame it instead as open source, sovereign AI, the calculus changes.

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throwaway_1016 an hour ago | parent [-]

It's not about quality, but more about processes, for example we handle EU, US personal, financial data etc, we have strict rules about it (company rules, and gov ones), and there is no place for chinese model here.

	▲	koe123 41 minutes ago \| parent [-]
		You dont understand it, its open you can host in USA

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

I would happily bet that > 50% are already doing just that. Whether you'll be able to collect the data is another thing but they'd be fairly stupid if they haven't at least checked out what is available. It would be next to irresponsible not to do so and given that they're in the S&P 500 you would have to at least give them some credit.

	▲	huhhu22 an hour ago \| parent [-]
		We already have data! Look at market share measured by tokens not revenues.

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xmcp123 3 hours ago | parent | prev [-]

For now, there’s definitely some resistance because people don’t understand models can’t phone home (only the servers they’re hosted on).

But I don’t think this will be the first time in history that money doesn’t win.

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throwaway_1016 2 hours ago | parent | next [-]

They absolutely can, it's just a matter of proper incentives (https://news.ycombinator.com/item?id=50159245).

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addaon an hour ago | parent | prev [-]

> models can’t phone home

Models with tool access (and internet-connected tools like curl) can, though… is this really a useful distinction?

	▲	xmcp123 15 minutes ago \| parent \| next [-]
		Yes, because you can run a chinese model on a USA server. The fact that it's a chinese model means nothing.
	▲	joshheitzman 42 minutes ago \| parent \| prev [-]
		It is. Harnesses do not need to give LLMs such broad tools like the shell.