Tommy
@Shaughnessy119
Early Stage Investor | Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | My Opinions
加入 November 2013
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Prediction: Within 12 months Chinese Model companies (GLM, DeepSeek, Minimax) partner with U.S. inference providers to serve their new closed models
China goes closed source
China model companies need money (Zhipu at 1300x sales)
U.S. users don’t trust China APIs
Win/win
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