The Coming Tsunami of Chinese AI
“On that front, China is moving faster than many policymakers realize. Its open-source models are the best in the world and trail America’s best-paid models by just months. One survey found that 24 percent of Y Combinator’s most recent cohort of Silicon Valley startups were using Chinese open-source models because they are cheap to run and easy to fine-tune.”
The whole driving engine to the market is AI but no one priced in cheap Chinese competition. It’s not just high flying stocks, its private credit, circular economics, construction industry, the massive capex of trillions already spent. AI crash will be as epic as .com and as markets go so does sentiment and the real economy already struggling with inflation dives into recession.
A dreamer dreams she never dies
Wipe that tear away now from your eye
Slowly walking down the hall
Faster than a cannonball
In a champagne supernova in the sky
Someday, you will find me caught beneath the landslide.