Comment by munk-a

Is the US actually winning the commercialization war? The US is definitely delivering more commercial products but if all of those products are deeply unprofitable and need to buy users with unrealistic discounts (or direct cash payments[1]) to keep their DAU's looking good then is that winning?

There's a significant amount of innovation happening, but if the market decides this AI thing is not worth funding then I think that'll dry up overnight.

1. https://thenextweb.com/news/anthropic-private-equity-venture...