they should be freaking out because every time the chinese labs or non "frontier" labs release a model that is only a few months behind and much cheaper than the openai/anthropic models it shows that they don't deserve their valuations
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ironically, at my large enterprise, they aren't yet distinguishing between "chinese models" and "chinese models hosted at microsoft foundry". so far it's just _banned_. i'm not at all pretending it's like that at other orgs.