He shouldn't be too worried. I'm pretty sure that eventually Western enterprise firms are going be walled off from Chinese AI, forcing them to use OpenAI and Anthropic. Same will probably be true of major compute providers, at least those who's infrastructure is based in the West.
The only way to get around it will be to either use your in-house solution/open source models or your own compute or both (like Google and Amazon).
So Huawei's pod is online then? The one theyve been building for DS?
"""walled off"""
thats not what they were hoping for and its not what sustains their valuations
orginially US was supposed to lead in AI , China wasnt supposed to catch up at all
The rest of the world would have to pay the US a hefty premium via ai api , so America gets to charge an global "AI tax" and "AI" (intelligence as service) would start replacing oil/OPEC as the new reason countries had to use dollars thus extenting the dollar hegemony
That was supposed to be how the 40 trillion debt gets paid off, and why all the tech companies were building datacenters like no tomorrow
China not only catch up, but gave the weights for free, and also catch up with the gpu side with Huawei + Deepseek and SMIC/ etc beyond US calculations
And China is playing the rare earth card and the Iran War meant to chokehold China on energy also backfired
So now the house of cards is imploding, thats why you see Dario blocking Chinese translation for Claude, Google installing local models inside Chrome and gating Gemini usage by tokens and hours limits, and everything else going on....
"""walled off""" now means the only way these US AI tech companies can survive long term is to displace American white collar labor within US domestically (originally they wanted to do this to the rest of the world and so they own citizens can sit back and collect ubi off the backs of global AI Tax dividend) but now that China foreclosed that pipedream thats only going to lead to blackslash within domestic... see the recent protests about AI data centers or all the CEOs getting booed for talking about AI at graduation ceremonies....
Basically China rugpulled the US and killed America's AI dreams, no wonder Dario is pissed
For a company that names itself Antrophic the racists loser showed his true colors