Comment by therealpygon

I think your second point touches on a bigger concern for small businesses.

US labs have consistently demonstrated their intention to paywall higher intelligence. Eventually the paywall for “hyper-intelligence” will set a bar so high that average small businesses simply won’t be able to afford the bill of what is used by the top corporations to keep themselves at the top. That’s already starting, when it comes to the volumes of tokens top corporations are burning.

This is a feature of the system corporations want to establish and OAI/Anthropic are happy to oblige. 10% of a trillion dollar company is the same as 10% of 1,000,000 million dollar small businesses. Whose hitch would they rather ride, and which size customer easier to obtain to meet their revenue goal?

Not to mention, it would certainly be possible for the EU and other world powers to equally disincentivize use of US labs as a data security risk, since our top models are impossible to run in private lab environments without specialized agreements and there no access to the model weights for auditing. As best as I can tell, AI regulation is a dangerous game that is a hair away from isolationism.

In my opinion, Google is one of the few hopes in this area. There is still a paywall, but I feel like they are the closest thing to a Chinese lab we have (for frontier) in terms of their targets (real business use cases) and they actually have both the infra and already have a pipeline for small businesses into their products; they already have the wide non-AI customer base to leverage unlike Anthropic and OpenAI whose only product requires convincing people to use their (more expensive) AI.