Of course you need talent but supply seems reasonably high. We have openAI, anthropic, xAI, meta, Xiaomi, deepseek, Alibaba, z.ai, Mistral, reflection, and Google all producing exceptional models.
The biggest differentiating factor seems to be compute. I know most Chinese labs would really like more compute. Google and xAI too, but largely because they sold compute to their competitors.
Of course you need talent but supply seems reasonably high. We have openAI, anthropic, xAI, meta, Xiaomi, deepseek, Alibaba, z.ai, Mistral, reflection, and Google all producing exceptional models.
The biggest differentiating factor seems to be compute. I know most Chinese labs would really like more compute. Google and xAI too, but largely because they sold compute to their competitors.