Tricking the US Government to protect frontier labs’ business model by using a China boogeyman is a mistake. It is protecting the equity of 5,000 people who are investors in OAI and Ant at the sale of everyone else. This would be a terribly stupid decision. Let the market sort this out! The events of the past few weeks may simply mean that the frontier labs’ business model is not good and that their revenues aren’t sustainable. That’s ok. It’s ok to have a business model that worked for some time then all of a sudden didn’t (remember Groupon)! This still leaves a lot of value for a lot of other American companies:
- CPUs
- GPUs
- hyperscalers
- neoclouds
- rack manufacturers
- electricity and power
- skilled trades
- application layer AI None of this value goes away. In fact, if the model layers’ costs decrease by 10-100x, competition would accelerate and I would argue that the value to everyone else will go up more than what is lost. Let the free market sort this out vs allowing two companies whose stock is owned by less than 5,000 people decide this for America.
source & further reading
twitter.com — original article