Dr. Atip Asvanundไทย
US–China Technology Competition

จีนกำลังแซงสหรัฐในสงคราม AI !? DeepSeek Qwen QwQ

7:39YOUTUBE

Summary

Bloomberg and The Economist both warn that China is close, citing Qwen QwQ and DeepSeek outperforming in some areas.

The decisive factors are development costs ten times lower than in the US, and an open-source strategy that attracts researchers globally.

The closing observation is that chip restrictions may prove counterproductive, and that AI could end up split into two blocs.

Key points

  1. The warning comes from outlets with no China sympathy

    Bloomberg and The Economist have no reason to overstate it, which gives the warning weight.

  2. Open source recruits talent without hiring it

    Researchers worldwide who use and improve an open model become unpaid labour for whoever released it.

  3. Ten times lower cost changes the experiment cadence

    A team that can run more experiments learns faster, even from behind.

  4. Two blocs means choosing a standard

    If the world splits, a country like Thailand has to decide which side it is interoperable with.