I could totally seeing DeepSeek lying to / trolling the domestic audience. There was an interesting interview with the DeepSeek founder and he talked price war about costs, e.g., hiring engineers for less by recruiting domestic grads instead of returnees. https://www.chinatalk.media/p/deepseek-ceo-interview-with-chinas
The hyperscalers will stop on their own when they realize their investment cannot be fully monetized. Since the investment in AI is very narrow and the productivity contributions to the broad-based economy unclear, I doubt a stoppage would cause a widespread recession. Tariffs on the other hand...
Does this mean the economy ex. hyperscalers is in recession by 1H26 regardless what happens in AI land? How much does AI capex actually impact the broad-based economy.
Seems the Achilles Heal of the market the last 2-3 years ... a lot of market participants speaking confidently and projecting project Ai technology/outcomes but there's actually very, very, very few actually know the real science. We should expect more blindsides.
I agree it would be amusing, but I'm not sure how much it would be economic sabotage; it's not obvious to me that the current level of investment makes sense from an economy-wide standpoint, especially give the rate of improvement in the hardware.
No need to, most of the major models are open source and haven't improved much in two years. LLMs have already peaked, which is why the tech bros and fleecing the finance bros with "agentic AI". OpenAI is the next Theranos and Tesla.
It's open source and there's papers, American AI companies are already using the Chinese model.
The real news is that It's becoming clear that China will be the world leader one sector after another.
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The real news is that It's becoming clear that China will be the world leader one sector after another.