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I believe the Chinese government is angling to destroy the western economy and rise from the ashes. Instead of a billion a day to bomb some buildings and bridges they're intentionally hamstringing the biggest concentration of speculation in history

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I agree. The commenter you replied to makes it sound like the Chinese models are coming out of tiny startups with meager resources. It's really not a David vs Goliath story.

It’s not about who’s developing the models, it’s the fact that free alternatives that are neck-and-neck are available at all. What’s the story for OpenAI & Anthropic’s valuation if they have to compete against free-weight models? Starts to feel like a commodity.

Is it? From what i could find Anthropic and OpenAI are hovering around 5000 employees where as Deepseek and Moonshot are more like 300. The funding/investments are similarly many times less.

I agree that 300 employees is not a small company but the overall outlook for Anthropic/OpenAI is not geat.

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