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I think what is pretty clear is that the Chinese labs are far more capital efficient. In a world where scaling labs are intelligence is proportional to effective capital (buys compute, data, & talent) that may be the greatest strength your AI industry could ever have.
Maxxing without any constraints eventually fails. Capital-efficiency, token-efficiency, time-efficiency. These have always been the hallmarks of the best people / businesses / industries. Reject constraint-less maxxing. Embrace min-maxxing.
I think what is pretty clear is that the Chinese labs are far more capital efficient. In a world where scaling labs are intelligence is proportional to effective capital (buys compute, data, & talent) that may be the greatest strength your AI industry could ever have.
In all seriousness, whenever there is a land-grab it is never obvious when to switch from growth-at-all-costs to efficiency. Only in retrospect