Comment by koe123
7 hours ago
Honestly being only 1 year behind makes me an optimist. You’re telling me Europe can be slightly behind with 1000x less capex and way more sustainable economics? Awesome. The world moves slower than AI progresses, I can see a scenario where 1 year isn’t a problem.
Chinese models are open, available to distill, and they also publish papers about their research. Being one year behind is a skill issue.
I think the most of the money would go to purchase hardware, But I hope they can start making adequate compensation for AI engineers and researchers to move forward.
My feeling is that its a difference in how funding works in different places. The USA will go all in with the populations pensions on a gamble, the Chinese subsidize. This way of operating is typical for the EU.
> Being one year behind is a skill issue
E.g. if you are an AI researcher in Europe you can just go to USA and make generational wealth. This is not a criticism of the EU model, but rather insane American capex effectively monopolizing.
> I think the most of the money would go to purchase hardware,
So it's not a skill issue?
> > I think the most of the money would go to purchase hardware,
> So it's not a skill issue?
I meant by offering sovereign cloud/inference, not for training. But even if it was for training, Chinese labs have limited supply of GPUs, look what they've done. So it is a skill issue.
Also to clarify, I didn't mean European engineers' skills, I meant "you get what you pay for" as a company, that's why I hope they start offering better compensation to retain talent.
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Where is that skill coming from in the first place? What are they doing to attract, nurture and keep it?
> Chinese models are open, available to distill
Handing in a photo-copy of a photo-copy of a photo-copy of a photo-copy of a photo-copy of a photo-copy of someone else's homework might work once or twice, but it is no way to run a (non grift) business.
Its not a grift if it works. If a Chinese corp copies at 90% quality at 50% price within a year it means your American business model was never a good one for competing in international markets. The real grift arguably is pretending that it was.