It is becoming increasingly clear, strategically, that China’s response to mitigating AI dominance in the US is to build open source models and then flood the world with that tech.
Doing so kneecaps the entire American AI ecosystem with material consequences financially. Nasdaq is now down 2%.
Bingo!!! 🎯
I’ve been trying to wrap my mind around the staggering 2nd and 3rd derivative spill on effects of this….it is LITERALLY mindblowing 🤯
How does US big tech even ATTEMP to counter this? I just can’t see any way this genie goes back in the bottle! 🧞♂️😵
This is how #China does things. There are long periods of quietness only to be followed by destabilizing action such as this which brings the most consequential of effects. You have to respect the play here.
It does infuriate me to no end how naive American policy makers remain when it comes to advanced planning. Hubris and hypocrisy and when I bring such issues to others attention I’m called a “China lover”.
You probably have read about sanctions on Chinese EVs. America has also banned the world’s most popular drone maker (DJI). Now the talk is banning the world’s largest maker of commercial routers (TP-Link). Regulatory capture isn’t a sustainable strategy and DeepSeek just made that clear.
Anyway, rant over :)
I hear you. Nice to get the perspective from someone with such a depth of knowledge and local expertise.
I’ve spent 30+ years studying and working in the plumbing of the global debt markets. From my perspective, this is the “fat lady singing”. The deflationary impulse from FOSS (and localised!) AI will be a wrecking ball for US big tech and therefore the whole domino chain of risk assets.
The aggregate amount of global monetary expansion required to even ATTEMPT to stabilise the fall out will be over 100trn by 2030. Meaning every western fiat currency (even the precious, hegemonic US dollar) will enter hyperinflation. 💵 💶 💴 🔥
This was ALWAYS the obvious, inevitable end game. It’s just that NOW, we can see it unfolding in real time.
It is more important than ever, in my opinion, than we run (full speed) building out the stacked protocol that Bitcoin provides the opportunity to develop. MoE as well as SoV.
Without both, I fear humanity may be in for a prolonged period of regression….
This is great and you will not be surprised to find that I am in complete agreement with this and goes doubly to your comment referencing regression, but I’d add that my concern is a “period of aggression”.
I have a deep concern over a kinetic flare up between China and the US and with that I’ve taken an aggressive position to speak with any and all over the acute policy mistakes made by the States. Sadly my concerns have all been waived off.
I will just remain on my donkey and continue to tilt at the windmills until something hits.
Time to stop trying to get the monkeys to understand 🙈
