Keep pulling the thread on Noah Smith.
U.S. export controls have been highly effective in limiting China's access to compute for AI inference.
U.S. export controls on chipmaking equipment have successfully kept China's domestic chip industry significantly behind those of Taiwan, South Korea, and the United States.
China is engaging in modern-day dumping with AI, similar to its past strategy with steel.
China could subsidize AI inference to make its models temporarily cheaper, disrupting the profitability of U.S. companies like Anthropic and OpenAI.
Anthropic is expected to achieve operating profitability in the current year.
Anthropic is reportedly spending between $1,000 and $2,000 per month to service each Cloud Pro customer, who pays a $200 monthly fee.
Sam Altman has proposed the idea of the U.S. government taking an ownership stake in OpenAI.
The United States is beginning to see productivity growth, likely driven by AI, without a corresponding increase in unemployment.
Scandinavian countries are less regulated than the United States.
On the production side, Scandinavian countries are more capitalistic than the United States, while on the redistribution side, they do a lot more.
The Chinese AI model KIMI-K3 is open source, cheap, and outperforms models from Anthropic and OpenAI on a variety of benchmarks.
Chinese AI models have historically demonstrated strong performance on benchmarks but have brittle capabilities when applied beyond those specific tests.