Comment by ericmay

1 day ago

> We can see the same situation play out with manufacturing capability.

I don't think manufacturing is a great analogy and we should be careful to try and compare these two very closely. But the closest comparison would be iPhone versus Android. Many more people use Android, and the phones are a lot cheaper and can be produced in mass, but the iPhone is the dominant phone and captures much more market share.

> There has to be a lot of profit for them to do that.

Sure... but if China is just subsidizing AI companies to copy/distill/whatever American models it's fair for the US (as it would be for manufacturing) to work to block those models. But also you have to remember that the US is in the lead, so while there isn't profit that I'm aware of to be had now, if the Chinese caught up then presumably there would be some level of profit. There's good and bad here though too because, well, as you can see in China's over-built housing market the government makes a lot of bad assumptions and mistakes and is subject to forces that can cause less than desirable outcomes. It goes both ways a bit.