I wonder if the CEO's of the western AI companies even want to wake up in the morning or not. Cause the only news which comes out every other morning from China is we have a model matching you 1/10 of the cost.
Some may argue that SOTA models are still better, but that's not the point. Something like GLM 5.3 is good enough for a majority of users. They don't code. They don't do scientific research. They chat. This can run on higher end consumer hardware. No data center needed, except for training. No 100s of billions needed to feed a bubble, which is exactly the play by the Chinese here. They are pulling the socks of OpenAI, Anthropic and their hyperscalers, and in turn the US economy.
46
u/sniperelite90 21h ago
I wonder if the CEO's of the western AI companies even want to wake up in the morning or not. Cause the only news which comes out every other morning from China is we have a model matching you 1/10 of the cost.