The cat's out of the bag. Even if US companies stop building data centers, China isn't going to stop and even if AI/LLMs are a bubble, do we just stop and let China/other countries take the lead?
China and Europe (Mistral) show that models can be very good and much smaller then the current Chatgpt's/Claudes from this world. The US models are still the best, but for how long? And at what cost? It's great to work daily with Claude Code, but how realistic is it that they keep this lead.
This is a new tech where I don't see a big future role for US tech.
They blocked chips, so China built their own.
They blocked the machines (ASML) so China built their own.
>This is a new tech where I don't see a big future role for US tech. They blocked chips, so China built their own. They blocked the machines (ASML) so China built their own.
Nvidia, ASML, and most tech companies want to sell their products to China. Politicians are the ones blocking it. Whether there's a future for US tech is another debate.
It's an old argument of tech capitalists that nothing can be done because technology's advance is like a physical law of nature.
It's not; we can control it and we can work with other countries, including adversaries, to control it. For example, look at nuclear weapons. The nuclear arms race and proliferation were largely stopped.
Philosophers argued since 200 years ago, when the steam engine was invented, that technology is out of our control and forever was, and we are just the sex organs for the birth of the machine god.
Technology improves every year; better chips that consume less electricity come out every year. Apple's M1 chip shows you don't need x86, which consumes more electricity and runs cooler for computing.
Tech capitalists also make improvements to technology every year
