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Comment by jazzyjackson | Hacker News Reader

Valuation is not based on what they have done but what they might do, I agree tho it's investment made with very little insight into Chinese research. I guess it's counting on deepseek being banned and all computers in America refusing to run open software by the year 2030 /snark

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> Valuation is not based on what they have done but what they might do

Exactly what I’m thinking. Chinese models catching rapidly. Soon to be on-par with the big dogs.

Even if they do continue to lag behind they are a good bet against monopolisation by proprietary vendors.

They would if corporations were allowed to run these models. I fully expect the US government to prohibit corporations from doing anything useful with Chinese models (full censorship). It's the same game they use with chips.

>I guess it's counting on deepseek being banned

And the people making the bets are in a position to make sure the banning happens. The US government system being what it is.

Not that our leaders need any incentive to ban Chinese tech in this space. Just pointing out that it's not necessarily a "bet".

"Bet" imply you don't know the outcome and you have no influence over the outcome. Even "investment" implies you don't know the outcome. I'm not sure that's the case with these people?

Exactly. "Business investment" these days means that the people involved will have at least some amount of power to determine the winning results.

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