On Thu, Nov 20, 2025 at 02:56 PM, Tom Walker wrote: > > They are making objectively high risk investments for the high returns but > hiding the risk in "complexity."
Price and performance pressure from open source Chinese AI further heightens the risk: That some North American companies and consumers are choosing Chinese-made AI "just tells you about the technical sophistication that we're seeing from China and that it really rivals the best from what we're seeing in the U.S. right now," said Sheldon Fernandez, the Toronto-based co-founder of DarwinAI, which developed AI for quality control in manufacturing and has since been acquired by Apple. Open-source AI models like the ones being developed in China "are cheaper and you can control them in your own environment," he said. They can be modified to suit a user's needs, though that might require some technical expertise. Lamenting that ChatGPT wasn't "quite robust enough," Airbnb CEO Brian Chesky said last month that the vacation rental company relies heavily on Chinese-owned Alibaba’s Qwen model to power its AI agents. And venture capital firm Social Capital recently migrated its workload to Kimi K2 because it performed more efficiently and was "frankly just a ton cheaper than OpenAI and Anthropic," said Chamath Palihapitiya, the company's Canadian-American CEO, while co-hosting the All In podcast. Deng, the Bloomberg analyst, says he doesn’t expect Chinese models to take over the market anytime soon.”But they will always be there to put competitive pressure on U.S. models,” maintaining a price ceiling on the cost of AI, he said. https://www.cbc.ca/news/business/china-us-race-artificial-intelligence-9.6985098 -=-=-=-=-=-=-=-=-=-=-=- Groups.io Links: You receive all messages sent to this group. View/Reply Online (#39392): https://groups.io/g/marxmail/message/39392 Mute This Topic: https://groups.io/mt/116383307/21656 -=-=- POSTING RULES & NOTES #1 YOU MUST clip all extraneous text when replying to a message. #2 This mail-list, like most, is publicly & permanently archived. #3 Subscribe and post under an alias if #2 is a concern. #4 Do not exceed five posts a day. -=-=- Group Owner: [email protected] Unsubscribe: https://groups.io/g/marxmail/leave/13617172/21656/1316126222/xyzzy [[email protected]] -=-=-=-=-=-=-=-=-=-=-=-
