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Re:American AI is locked down and proprietary. It's losing by nazgulsenpai on Monday July 20, 2026 @01:26PM (#48981926)
I think it's as simple as looking at the incentive structure. The Chinese gov't has incentive to kneecap US monopoly on frontier models. It makes sense for them to continue down this course if it strengthens their position.
Re:American AI is locked down and proprietary. It's losing by nicce on Monday July 20, 2026 @02:17PM (#48982716)
Chinese gov is not even needed. Deepseek was already profitable before this whole thing started. They even had the GPUs.
Re:American AI is locked down and proprietary. It's losing by mmonaghan on Monday July 20, 2026 @10:14PM (#48987283)
how profitable though
Re:American AI is locked down and proprietary. It's losing by paxys on Monday July 20, 2026 @02:15PM (#48982666)
The Chinese govt has a strong incentive to break dependence on the US for AI needs and build domestic models, but not to spend trillions to subsidize these models for the rest of the world.
Re:American AI is locked down and proprietary. It's losing by mmonaghan on Monday July 20, 2026 @10:16PM (#48987295)
Agree but I think they'll spend whatever they can to subsidize and break dependence on US models. Whatever isn't spend on US models will be spent on chinese models. Europe will remain a small single digit % unless they get their act together.
Re:American AI is locked down and proprietary. It's losing by greenmilk on Monday July 20, 2026 @05:06PM (#48984891)
The Chinese gov't and also the rest of humanity...

I'm not sure how everyone in the US forgot that monopolies are bad

Re:American AI is locked down and proprietary. It's losing by frollogaston on Monday July 20, 2026 @08:08PM (#48986543)
Closed models doesn't mean monopoly. Nothing stops new competitors, in fact there is strong competition right now.
Re:American AI is locked down and proprietary. It's losing by mmonaghan on Monday July 20, 2026 @10:14PM (#48987286)
Who's got a monopoly though lol?