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“This Is Unfair” American A.I. companies say Chinese competitors are copying their A.I
(www.nytimes.com)
this post was submitted on 06 Jul 2026
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You’d think that something that can be copied that easily by your competitors , wouldn’t be valued at hundreds of millions of dollars.
It's sort of the problem akin to robbing Ft. Knox. Most people just don't have a bag big enough to carry it all away. The Chinese economy is one of the few big enough to support the kind of multi-billion dollar data centers that can accumulate and process data at scale.
But even beyond that, a lot of the modern underlying technology for AI is in the process of relating the data and inferring the resulting answer. Where Altman's whiners want to claim theft is in the raw data they've (illegally) scraped and compiled. Where Chinese firms have innovated is in the speed and accuracy of aggregating the data and returning useful results.
One reason why Altman keeps saying he needs another trillion dollars for hardware and electricity is that his models are shit and his approach is largely brute-force. His overseas rivals - DeepSeek, Moonshot, Stepfun, etc - have invested far more in the actual logical design of their systems. The end result is the kind of video rendering that rendered Sora obsolete almost as soon as it was released. And the kind of advanced coding that's scaring the shit out of the engineers at Claude and Gemini.
Did anyone ever go in there and show the gold? I thought someone campaigned with that as a promise.
Famously, in 1974
There's a ton of pictures from that visit, as well.
Millions of ounces?
The fine troy ounce is the traditional unit of appraisal.
The Chinese companies aren't even copying by doing the same stuff - they're copying models by using the American ones with very directed prompts to essentially distill, say, Fable 5, with just a few hundred thousand prompts, into a smaller, faster model.
It's akin to running a bakery, having a super well selling product, and the competition rolling in and buying up 70-80% of your daily volume just to reverse the recipe, then they'll be selling an "improved" version at 10-20% the cost within a few weeks.
Fascinating. I wasn’t aware of the difference in model approach. Thanks for your insights 👍🏻
*billions
**trillions
they need something like two trillions for entire business to make sense, doesn't mean that they'll get it. zitron says the entire sector is worth something in tens of billions in revenue (not profit) per year
It’s valued at all life on earth
In fact it's not. It's valued at hundreds of billions, thousands even!