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by zozbot234 23 days ago
US suppliers are fine and won't go bankrupt, they can just focus on serving bigger "Pro" class models from their large datacenters. In fact cheap AI makes the bigger and smarter models more useful because it's smart enough to draft a clear question to the model, which helps minimize wasted tokens.
2 comments
overfeed 23 days ago
> US suppliers are fine and won't go bankrupt, they can just focus on serving...

For a while, US automakers thought the same of Japanese, then Korean car manufacturers, and Musk laughed at Chinese EV makers in an interview >12 years ago. People learn and get better at making things until they catch up with the frontier.

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zozbot234 23 days ago
Chinese EV makers have a few interesting technologies especially wrt. batteries but they're still very far from catching up to the frontier in a general sense. From that narrow POV Musk was absolutely correct.
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govg 23 days ago
What is the "frontier" in EVs that Chinese automakers are yet to achieve? And what automaker is at this so called frontier?
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overfeed 23 days ago
EV =/= software-defined vehicle, and Chinese EVs are doing well in both areas
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dyauspitr 23 days ago
What the hell are you talking about? They have batteries that charge 0-80% in 5 minutes even at -30F. More full featured EVs at half the price with similar acceleration rates and higher top speeds. Total ranges are comparable or better. What is this frontier you speak of? I think the only thing US companies are far ahead on is self driving.
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throwa356262 23 days ago
US providers are burning VC money because they have been selling the idea of total world domination. Even the government has bought into that. Now suddenly they are not longer dominating the field and even need uncle Sam to protect them from foreign competitors.

When VC pulls out, some of them may go bankrupt.

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zozbot234 23 days ago
They can still dominate wrt. the biggest and smartest models. DeepSeek does effectively nothing to change that. Of course these big models will be served at a very steep price in order to fully and completely recoup the investment, but there's no reason why that couldn't work if they really are smart enough and if the market value of smarts follows any kind of scaling law.
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