> China's electricity generation going parabolic
Even if we all switch to Chinese models, the west isn't going to be running the model on Chinese servers... and the majority of costs are from inference.
> cheaper yet equally good talent
China has tech talent, but this isn't a 3rd world developing nation. Chinese AI researchers are getting paid $10M+ USD/year salaries.
Also they're equally good, but somehow consistently behind?
Training models is as much art as science at this point. There's no gap in scientific acumen at Chinese labs, but the US has more real world experience in the art of training large models, and the US has the capital allocation lead.
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