There’s an alternate universe in which OpenAI stays open, licenses according to revenue, Chinese models don’t gain traction in the US because domestic models take all the capacity…whatever, $1T IPO beats the right answer ever time
> Chinese models don’t gain traction in the US because domestic models take all the capacity…whatever, $1T IPO beats the right answer ever time
The trouble here is how more infrastructure helps OpenAI and Anthropic continue billing at 10/100x Chinese model rates.
Either their models have to be better (to justify the higher prices and margin) or their inference has to be lower cost (which isn't going to happen until they move away from Nvidia).
Black market operators can resell stolen account tokens at a lower price than authentic premier tokens from frontier labs and can host their own infra too. I'm not super convinced frontier model serving without downstream model development on a vertical specific software / knowledge worker "factory" model can work
