Comment by elzbardico
2 days ago
What matter are the results. I'd say that Chinese companies are probably getting a better ROI from their projects using models a few months behind western models, because any deficiency in the models is surpassed by better engineering and better market fit of what they are building over those agents.
Chinese companies like Alibaba just came out and said they're falling farther behind from American companies due to lack of compute.
Compute is a moat.
Strange considering all the compute in the world is built over there in South East Asia.