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Yep, when you can't compete, time to regulate.

I think it will work in Europe, but the United States is in a cold war with China, so I can't imagine the United States would intentionally disable themselves.

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The only chance OpenAI and Anthropic have of realizing anything close to their valuations is if Americans are somehow banned from using Chinese models. Our president has made it very clear to everyone that he can be bought, and bought cheaply. A lot of what we are seeing may just be setting up the inevitable.

Basically they want the state to build them a moat

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