[JKCalhoun]

I would imagine it will be a fundamental breakthrough, not weights alone, that are going to usher in the next generation of AI. Perhaps China will in fact make that breakthrough. They certainly seem to have a lot of eyeballs in the field right now.

[rapind]

I think they are already massively winning on efficiency... which is about to matter a lot as the frontier models jack up their prices in order to some day see a profit (and no, Anthropic getting massively subsidized by Elon out of spite doesn't count for long term profits).