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bijowo1676today at 5:50 PM1 replyview on HN

if you look at share of industry profits, currently most of AI profits are captured by NVIDIA and cloud providers

banning deepseek/open weight models will allow Ant/OAI jack up prices and extract more profits for themselves

keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers


Replies

lelanthrantoday at 9:09 PM

> keeping open weights models available will keep current industry profit distribution where majority is captured by nvidia and cloud providers

With the Chinese manufacturing capacity, how long do you think this will remain true for? You can't spin up a fab in a year, that's true, but you can in five years, at which point all the protectionism in the world isn't going to help.

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