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The whole AI valuation was based on being able to rent-seek a significant chunk of all white collar salaries, with a permanent monopoly moat because nobody else would pay hundreds of billions to train models.

And yet again a cheaper Chinese product turns up and everyone loses their minds. Expect a ban incoming to preserve the AI valuations.



Banning wouldn't work imo - now that the cat's out of the bag, with the architecture being open source, anyone can replicate their results to a compete with them for a relatively small investment.




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