Frontier AI’s Dinosaur Problem

Unfortunately, I think the Chinese AI companies cannot die. Because their government protects them. Claude and ChatGPT never made it into the Chinese market. And the Chinese market is big enough to feed them well. Look at how well WeChat/Alipay/Pinduoduo are doing, despite having approximately 0% global market share. In a price war, they cannot win the subscription battle, but they can win the API…