They are taking the gun out of USA's hand and unloading it, figuratively speaking. With this strategy they don't have the compete at full competency with the US, because everyone else will with cheaper models. If a cheaper model can do it, then why fork out for Opus?
Re:Claude 4.5 Opus' Soul Document
by bamboozled on Tuesday December 02, 2025 @06:40PM
(#46128452)
I think it's just because China makes it's money from other sources, not from AI, and from what I've read, the advantage of China killing the US's AI advantage is killing it's stock market / disrupting.
Seems like it may have a chance of working if you look at the companies highest valued on the S&P 500:
NVIDIA, Microsoft, Apple, Amazon, Meta Platforms, Broadcom, Alphabet (Class C),
Re:Claude 4.5 Opus' Soul Document
by adventured on Tuesday December 02, 2025 @11:29PM
(#46130320)
The share of revenue that Microsoft, Google, Meta, Apple, Alphabet and Amazon are currently deriving from the AI market as a share of their total revenue, is less than 10%.
Re:Claude 4.5 Opus' Soul Document
by tigershark on Wednesday December 03, 2025 @03:14AM
(#46131564)
What about NVDA (~$4.5T) and AVGO (~$1.8T)?
What about all the investments made by these companies and other VCs, hedge funds, angel investors, pension funds, etc?
Re:Claude 4.5 Opus' Soul Document
by giancarlostoro on Tuesday December 02, 2025 @09:42PM
(#46129681)
Because they dont have the chips, but if people in countries with the chips provide hosting or refine their models they benefit from those breakthroughs.
Re:Claude 4.5 Opus' Soul Document
by faitswulff on Tuesday December 02, 2025 @11:10PM
(#46130217)
They're definitely investing in the chips as well. It's an ecosystem play.
If this really is a geopolitical play(I'm not sure if it is or isn't), it could be along the lines of: 1) most AI development in the US is happening at private companies with balance sheets, share holders, and profit motives. 2) China may be lagging in compute to beat everyone to the punch in a naked race
Therefore, releasing open weights may create a situation where AI companies can't as effectively sell their services, meaning they may curtail r&d at a certain point. China can then pour nearly infinite money into it and eventually get up to speed on compute and win the race