So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US.
Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat?
I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a ton of effort with dubious payoff.
Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat?
I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a ton of effort with dubious payoff.