alt Hacker NewsI think there's "sort of" a moat for non-Chinese vendors. As much as people distrust the US right now, I think deep down inside everyone knows that the second you let a Chinese provider do inference on your codebase they're gonna suck up every bit of it. But hey, cheap tokens, right?
So you'll probably never see government customers allow that and neither will a lot of commercial customers.
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> As much as people distrust the US right now
From the perspective of someone currently living in the EU... I'd say thats pretty much a wash (or even slightly tilted in China's favour) for folks outside the US
Fortunately there’s plenty of open weight models that are just safetensors and you have a wide variety of providers to choose from, as well as just hosting it yourself.
Why do we assume us providers aren't doing the same? Also all the Chinese providers are giving open weight models. Many you can run locally.
I don't see the risk. If your code is easily AI generated you don't have a moat anyways. A Chinese competitor probably won't have as easy of a time as a US one of you operate in the US