alt Hacker NewsI don't see a situation where subscription payers move outside American LLMs (chatgpt, claude, gemini)
And I don't see a situation where serious API payers are OK with handing the Chinese state all their data. Like manufactures of decades past did and learned a hard, even existential, lesson for it. The state mantra has been "Collect and Copy" for a long time now, tech just hasn't had that moment to experience it yet.
So that leaves local hosting/leasing, but one of those has totally non-practical economics and the other doesn't have enough compute to meet any kind of real demand.
I also have yet to meet a single person who isn't neck-deep in the tech space mention a Chinese LLM. It's 100% the big American three.
If anything it's custom chips from the labs that threatens Nvidia.
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What about the current situation, where serious API payers are increasingly OK with using open-weight models running on US providers?
https://www.ft.com/content/32a70a3c-7d28-40b4-808e-36edb58c7...
I can easily see a situation where most non American AI usage is on Chinese models on Chinese chips though.
Genuine question but who do you put as the "three" in big three.
Because I genuinely can't tell if you mean Google or SpaceX/X.ai lol.
These open models serve as price / performance pressure. Not all tasks require frontier models and cheap open models can be quite good for in-app assistants, if you're building that sort of thing. We also aren't sure the subscriptions will continue to be sustainable. They're currently subsidized to the tune of 50-70x. As someone who is hitting limits weekly that would easily cost me over $10k month per sub.