50ptMAE(@50ptMAE):We had a technical deleveraging event that has largely passed, but dont forget there were other things dragging down AI and tech. China is rapidly gaining on the US and some would argue they are outright winning the AI race. Most companies, for most tasks, dont need the frontier models and would prefer using a more cost efficient chinese one

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50ptMAE@50ptMAE

2026.07.31 17:46

We had a technical deleveraging event that has largely passed, but dont forget there were other things dragging down AI and tech. China is rapidly gaining on the US and some would argue they are outright winning the AI race. Most companies, for most tasks, dont need the frontier models and would prefer using a more cost efficient chinese one