If your belief is accurate, we should expect China to short the IPOs of Anthropic and OpenAI and release better frontier models immediately after their IPOs.
Does anyone think that likely? I have no clue or bias.
I don't think that's likely because my understanding is that Chinese people in mainland China have a tricky time shorting American stocks due to Chinese capital controls.
I don't think that's likely because my understanding is that Chinese people in mainland China have a tricky time shorting American stocks due to Chinese capital controls.