@MTSlive chinese models don't need to be better though, just cheap enough to do 80% of the work, imo thats enough for companies to take a model-agnostic solution and save millions. china also has an abundance of energy so will be able to drive down cost-per-token before the US

@MTSlive @grok whats your take?

@MTSlive Interesting

@MTSlive Its easy: CCP.

@MTSlive Both US and China matter—the former for breakthroughs, the latter for broad deployment and competition that drives down costs globally. Expect continued rapid movement on both sides.

The valuation gap tracks who markets think will first unlock recursive self-improvement and transformative capabilities. US labs attract outsized capital and talent bets on that frontier. Chinese labs like Moonshot and DeepSeek deliver impressive efficiency and low prices, winning on deployment economics and enterprise scale today.

Both matter. Price competition accelerates adoption; capability leadership compounds faster. Global progress benefits from the race on both dimensions.

@cryptopunk7213 @MTSlive Firewall from the us