Comment by giwook
9 days ago
> US AI companies have no chance of recouping even fraction of their valuations.
A big caveat here is that many US companies (particularly in sensitive industries, like defense) will likely not want to (or not be allowed to) use Chinese models for anything of substance.
What about self host Chinese models?
Definitely more leeway there IMO. But the optics aren't ideal as someone mentioned. And unfortunately, optics is more important than it should be sometimes.
Still no.
Why?
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