Comment by ipnon
20 days ago
One of the strengths of the Chinese companies is they are more aligned on their goals as team members: make cutting edge LLMs and sell access. When you have all these competing interests you end up with internal strife. This faction wants to prevent the literal end of humanity, this faction wants to make the world a better place, this faction wants to curry favor with Washington apparatchiks. Nobody is really that interested in making money by inventing new algorithms. The result is frankly embarrassing drama for the whole world to indulge in.
“One Company for All People” is a great weakness of American companies and is contributing to this economic downturn, and not just in tech. Corporate Universalism needs to go the way of history.
Chinese companies have one massive advantage in aggregate: they know that from 2028 onwards they will be competing for a captive domestic market of >1.3B people. The CCP have declared as their industrial [service] policy that by the end of 2027, all Chinese companies must be using services exclusively from Chinese suppliers. The target ratio of domestic/foreign services is being ramped up year over year, so that by 2028 the base expectation is everyone to have 100% Chinese suppliers only.
From thereon, every exception must be justified to - and approved by - their respective politburo.
An obvious second-order effect is that there has been an explosion of Chinese B2B companies eager to get themselves established in the market. They know that in just a few years they can still sell their services outside China, but can expect very limited competition from non-Chinese companies. And inside the country, they have a population of ~4x of US to compete for.
Chinese strength is that they have a manufacturing economy and oversupply on everything.
They have a great incentive to quicken AI science, as it will lead to disillusionment, if not replacement, of the knowledge economy, in other words the US economy. I believe this to be the hidden motive and it's not about profit.
That, and state sponsored hacking groups and corporate moles sending everything they can back home.
This is old info. China is more than a manufacturing economy nowadays.
It’s quickly surpassing the US.
I'm sure other priorities at those Chinese companies are also in conflict with making money.
Indeed, making money is obviously a much better goal than embarrassing things like preventing the end of humanity or making the world a better place.
What evidence are you basing this in?
The way I see it, everything points to the opposite being true: US companies, by and large, are completely dominant in technology. Google seems to be winning the race and is exactly the "one company for all people" kind of place you're talking about. Academic studies have generally shown that diverse teams outperform monocultures.