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Boosted by aredridel@kolektiva.social ("Mx. Aria Stewart"):
eloquence@social.coop ("Erik Moeller") wrote:
IMO the most likely cause of any kind of #AI bubble pop are Chinese models breaking through. And at least in the open inference markets, that appears to be happening already:
"Since February, Chinese AI models made by groups such as DeepSeek and MiniMax have overtaken US rivals in token consumption, according to OpenRouter data"
A true SOTA model from China could send markets for a tailspin just like the original DeepSeek release did.
https://www.ft.com/content/2567877b-9acc-4cf3-a9e5-5f46c1abd13e?syn-25a6b1a6=1