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@growing_daniel DeepSeek and Kimi aren’t state-subsidized. The problem isn’t dumping, it’s distillation.
“produce at a loss” is something that all the United States frontier AI labs already seem pretty good at, Daniel.
Okay, I’ll take a hack at Deans argument without his conflict of interest. What China is doing in AI is called dumping. They do it in literally every industry they enter. The goal is to kill all local competition by subsidizing their own industry so they can produce at a loss, then once all competitors are dead, they can charge profitable prices and control the market. In steel and automobiles this is just bad. In AI it’s potentially fatal to our country. Unfortunately, dumping is the a very common argument for rent seeking domestic firms who want protection, and Dean’s position here seems to be a Jones Act of sorts for AI. This has famously not saved our shipbuilding industry and I suspect it won’t save our AI labs. Stopping open weights it’s virtually impossible. So our only other option is governments taking stakes in labs and subsidizing our own industry. If you scream and yell about either Jones Acting AI or subsidizing GPUs then you should also explain how we will escape the dumping trap china is trying to push on us to destroy our labs and leave themselves with the only functioning AI industry in the world.