Comment by mschuster91

Well, China is at their usual barely legal (at least if the WTO would be worth even a bit after it got thoroughly gutted) game, just burning their effectively infinite cash reserves to undercut Western providers and eventually force them out of business.

In the end there's barely any moat that any of the ludicrously "valued" AI companies have - the only thing justifying the valuations of SpaceX/xAI/Tesla/Anthropic/OpenAI is a supposed "secret sauce" that, frankly, barely exists any more.

Everyone and their dog can go and run LLMs for dirt cheap on their own hardware.