Given the recent Deepseek 3.2 release was yet another jump forward, it seems pretty clear that the US money sinks can’t get a commanding lead over Chinese firms. They are also actively losing out on customers due to pricing as American startups just choose cheaper, open Chinese models instead.
Of course, the advantage of US companies is their impressive hardware that still exceeds anything China has, but buying that same hardware on a giant pile a debt seems increasingly like a liability, especially due to their rapidly depreciating nature.
The fact that the US is literally spending an order of magnitude more money on AI while not being able to produce substantially better results is absolutely hilarious. Amusingly, cutting China off from latest chips forced a lot of innovation on the software side leading to much leaner and more efficient models.
Given the recent Deepseek 3.2 release was yet another jump forward, it seems pretty clear that the US money sinks can’t get a commanding lead over Chinese firms. They are also actively losing out on customers due to pricing as American startups just choose cheaper, open Chinese models instead.
Of course, the advantage of US companies is their impressive hardware that still exceeds anything China has, but buying that same hardware on a giant pile a debt seems increasingly like a liability, especially due to their rapidly depreciating nature.
The fact that the US is literally spending an order of magnitude more money on AI while not being able to produce substantially better results is absolutely hilarious. Amusingly, cutting China off from latest chips forced a lot of innovation on the software side leading to much leaner and more efficient models.
It mirrors the military situation. US spending the most but China getting immensely more utility per unit currency.
Yup, the US model is incapable of actually producing material value at this point.
All my profit rates, falling