China’s AI playbook: kill OpenAI and anthropic with free great models. Make it free. Then use cheap electricity to export compute as well. Currently the blocker is chip but Hauwei would catch up soon. Imagine a world where instead of paying hundreds of billions to OpenAI and anthropic, you pay almost zero to similar level of intelligence with cheap cheap inference. What’s gonna happen?

The worst case scenario for USA AI: 1. Chinese open sources keep gaining market share. China owns the model layer. 2. Those models were trained and inference-optimized on Huawei chips instead of NVIDIA. China also owns the chip layer. 3. US doesn't build data centers fast enough to keep up with the demand of compute, storage and energy. China meanwhile exports the inference and training layer(for continual training it will happen along with inference)
Export control is not the right strategy here. Simply banning "open source from China" doesn't solve the issue here. USA must invest in open source models, hopefully get Chinese models to use NVIDIA, and invest in nuclear asap.