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andaitoday at 6:02 AM1 replyview on HN

The real question is how long it'll take for Z.ai to clone it at 80% quality and offer it at cost. The answer appears to be "like 3 months".


Replies

consumer451today at 6:16 AM

This is a super interesting dynamic! The CCP is really good at subsidizing and flooding global markets, but in the end, it takes power to generate tokens.

In my Uber comparison, it was physical hardware on location... taxis, but this is not the case with token delivery.

Such a complex situation in that regard, however, once the market settles and monopolies are created, eventually the price will be what market can bear. Will that actually create an increase in gross planet product, or will the SOTA token providers just eat up the existing gross planet product, with no increase?

I suppose whoever has the cheapest electricity will win this race to the bottom? But... will that ever increase global product?