[softwaredoug]

You really see the first mover disadvantages in US AI labs. And how second movers (open Chinese labs) can disrupt them. First movers tend to get overcapitalized and way ahead of their skis. You saw a smaller version of this in the vector database market (remember that?) where companies like Pinecone were getting billion+ valuations for capabilities which now seem like a commodity. There's vector DB companies now with much less debt / VC obligations that don't need to clear insane revenue levels to justify investment.

[watwut]

It is not first mover disadvantage. It is "took too much initial hype and debt while ignoring reality and long term" long term disadvantage.

[jgalt212]

> And how second movers (open Chinese labs) can disrupt them

Yes, I will concede this point. But how are the Chinese labs going to thrive with giving the weights away for free? Will they suffer the same fate open source database companies did at the hands of AWS?

[softwaredoug]

For the companies it's not clear.

For the state, like BVD, the goal is to be a loss-leader for Chinese infrastructure + manufacturing.

[jensensbutton]

If the model is commoditized then the AI race becomes competition over building infrastructure to support it. China is very good at building infrastructure.

[WarmWash]

They don't need to run a business, they are a Chinese state enterprise. The tax dollars of Chinese workers covers the cost. China is a communist country with mock free enterprise, it is not the team blue version of the US.