Comment by pas
4 hours ago
it's industrial policy, which is of course the minimum for being able to even think about having independent thoughs when it comes to international relations.
hard to stand up for EU (or even national) values if some dude in Washington has the keys for most of your military
having at least some in-house expertise is the first step.
I agree, but my point is I don’t think we should be cheering on a group of 600 million highly educated people struggling to achieve the bare minimum.
We should be shaming them into contributing something useful to the rest of world in the most important development of our current time (AI) instead of clapping for domestic regulatory moats.
They aren't struggling. They have generally outperformed all US open-weights model releases by a decent margin. OpenAI and Anthropic have no similar product.
From where I'm standing, as an American, we should be shaming OpenAI and Anthropic for both pushing towards an IPO while neither of them have profitable revenue streams. In pure game-theory terms, you could successfully argue that the US is the biggest loser of the AI race: an economy propped up on artificial Nvidia margins and terminally reliant on neoliberal trade.
Even if global war doesn't tear down the TSMC house of cards, neither the government, the banks, nor the global economy could underwrite an OpenAI IPO. They make no money!