I guess everyone is racing towards AGI in a few years or whatever so it's kind of impossible to cultivate that environment.
This is why we're losing innovation.
Look at electric cars, batteries, solar panels, rare earths and many more. Bubble or struggle for survival? Right, because if US has no AI the world will have no AI? That's the real bubble - being stuck in an ancient world view.
Meta's stock has already tanked for "over" investing in AI. Bubble, where?
You assume that's the only use of it.
And are people not using these code generators?
Is this an issue with a lost generation that forgot what Capex is? We've moved from Capex to Opex and now the notion is lost, is it? You can hire an army of software developers but can't build hardware.
Is it better when everyone buys DeepSeek or a non-US version? Well then you don't need to spend Capex but you won't have revenue either.
If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI.
Who says they don't make money? Same with open source software that offer a hosted version.
> If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI
Freemium, open source and other models all exist. Does it undermine the value of e.g. Salesforce?