Konstantin F. Pilz
@KonstantinPilz
AI policy & U.S.-China competition at @techstatecraft
487 Following 1.9K Followers
Excellent report by @rhodium_group
Some highlights:
* Chinese AI capex this year estimated at $140B. Compare that to $800B US big five AI capex this year.
* Leading US AI companies make more than 10x more revenue than leading Chinese AI companies.
* Chinese AI companies have substantially lower gross margins compared to US AI companies (despite being able to free-ride on US progress through adversarial distillation)
There's a lot of great research to be done to better understand the business models of US vs Chinese AI companies, including revenue sources, addressable market, and funding sources.
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Superb analysis by @justjoshinyou13
