[swiftcoder]

> If they ask for a moat they will get it, the government can simply require licensing for hardware required to run any model comparable to the cloud ones (for "national security")

This is the "moat by US regulatory capture" I mentioned above, but it only extends to the US, and pretty much cedes the rest of the world to the Chinese labs. It only makes sense if the US is going to become an isolationist power

[ShinyLeftPad]

Why do you assume the rest of the world is going to be under PRC labs? First it assumes the rest if the world will go as nuts on LLMs as US which if they see the same future as the author they might not. But even if they do, if PRC could do it, Europe could do it.

[swiftcoder]

> But even if they do, if PRC could do it, Europe could do it.

Sure, my point is that in this scenario, the US labs would lose out on all the overseas business, regardless of whoever else is training models for the rest of the world

[ShinyLeftPad]

True. But they already lose out, in many places they cannot sell for national security. I think it will only tighten. Government contracts probably will make up difference