5 ms·

It was a master stroke in international politics though, the US created an arms race towards sovereign ai, small models, and self-hosting - exactly like they wa

by bushido 1mo ago

It was a master stroke in international politics though, the US created an arms race towards sovereign ai, small models, and self-hosting - exactly like they wanted to. (sarcasm intended)

dboreham 1mo ago
Similarly the war created unstoppable momentum towards decarbonization.
- newsomix9xl 1mo ago
  Will Trump go down as one of the greatest environmentalists... ever?
  - gonesilent 1mo ago
    The windmill guys sure are happy with their paid off investment and now selling all the windmill orders back to China
angry_octet 1mo ago
The Iran war and SoH crisis has been great for EV uptake outside of the US. In combination with the US AI apartheid, it has been a huge boost for Chinese EVs and Chinese AI adoption.
- bruce511 1mo ago
  And trade. The last 18 months the US has shown itself to be a unreliable trade partner. Lots of companies are looking at diversifying both markets and supply chains. The recent trip of the Canadian PM to China is but the most visible part of this shift. That's at govt level, but I've seen it happen all the way down to individual level. US products are typically more expensive here than Chinese. But at least you were buying from a friendly supplier. That distinction is eroding quickly. In my experience it's forced people to try Chinese, and generally been surprised (in a good way) over quality and features. And yes, the price of oil has focused people much more at the EV market. (Not least because people with an EV already aren't shy about gloating). Pretty much everyone I talk to, who would buy a car "new" tells me their next one will be electric. The tipping point is coming much faster than most people think.
  - newsomix9xl 1mo ago
    I doubt the Canadians want their economy flooded with Chinese goods ("dumping" - selling goods at less than cost) - which destroys local industry. This was predicted in The Economist awhile back, that if the US blocked Chinese imports a tsunami of Chinese goods would flood other countries and now it's happening. Those countries will also, in turn, erect trade barriers, or suffer the devastation that massive Chinese dumping causes. So it's a nice protest gesture, but it's a cutting off your nose to spite your face gesture.
    - inigyou 1mo ago
      Oh no! Cheap goods and services! Maybe some other governments will be smart enough to not let a massive influx of nearly free stuff make everyone materially worse off. In fact it seems like only a completely idiotic system would make people worse off for having more free stuff.
      - rozal 1mo ago
        oh no, lost jobs and and dying economy!
        LoganDark 1mo ago
        It is genuinely impossible to compete in a market where alternatives are cheaper enough, just look at how Amazon Basics squeezes competitors out of business.
        BowBun 1mo ago
        This is why free trade is important. We had a decent setup where countries were specializing in their own manufacturing/services specialties, and then we all paid each other for what we needed. Then some greedy fools decided they needed more, and started trying to charge more on the way out or on the way in. Now the ones that specialized in the 'must haves' of today have insane leverage over everyone else. Then the 'easy' answer is to prevent those goods from coming into your country. It's all so incredibly shortsighted, it deflates me.
- ihaveajob 1mo ago
  No wonder in China they call Trump "the nation builder".
- aucisson_masque 1mo ago
  > The Iran war and SoH crisis has been great for EV uptake Trump has been the best promoter of electrical vehicle here in Europe. He 'helped' his Arabian allies twice, first he brought war to their countries and then he made sure that people wouldn't need their oil anymore (at least much less). With allies like that you don't need enemy lol.
- JKCalhoun 1mo ago
  And now I think we're going to see a surge of vegetarianism in the U.S. Good show!
- rootusrootus 1mo ago
  Hell, it's been decent (relatively) for pushing EV adoption within the US, too, in addition to renewable energy. This is not the first time that I've wondered if Donald Trump isn't secretly still a democrat at heart.
- saturn8601 1mo ago
  Well yes... the current US admin gets blame for not seemingly understanding the market right now(or bungled elsewhere giving the Chinese a lucky break) but i'm sure the massive oversupply in Chinese EVs didn't hurt either. China has 100+ car comapnies that are all in the jungle right now trying desperately to survive. Most won't make it and when the victors emerge, other car companies may not be ready for these warriors that survived. One of the ways to get rid of excess inventory: dump it elsewhere.
SwtCyber 1mo ago
Truly a flawless strategy: convince every government and large company on earth that depending on US-hosted AI is a geopolitical risk.

by bushido 1mo ago

It was a master stroke in international politics though, the US created an arms race towards sovereign ai, small models, and self-hosting - exactly like they wanted to. (sarcasm intended)

dboreham 1mo ago

Similarly the war created unstoppable momentum towards decarbonization.

newsomix9xl 1mo ago
Will Trump go down as one of the greatest environmentalists... ever?
- gonesilent 1mo ago
  The windmill guys sure are happy with their paid off investment and now selling all the windmill orders back to China

angry_octet 1mo ago

The Iran war and SoH crisis has been great for EV uptake outside of the US. In combination with the US AI apartheid, it has been a huge boost for Chinese EVs and Chinese AI adoption.

bruce511 1mo ago
And trade. The last 18 months the US has shown itself to be a unreliable trade partner. Lots of companies are looking at diversifying both markets and supply chains. The recent trip of the Canadian PM to China is but the most visible part of this shift. That's at govt level, but I've seen it happen all the way down to individual level. US products are typically more expensive here than Chinese. But at least you were buying from a friendly supplier. That distinction is eroding quickly. In my experience it's forced people to try Chinese, and generally been surprised (in a good way) over quality and features. And yes, the price of oil has focused people much more at the EV market. (Not least because people with an EV already aren't shy about gloating). Pretty much everyone I talk to, who would buy a car "new" tells me their next one will be electric. The tipping point is coming much faster than most people think.
- newsomix9xl 1mo ago
  I doubt the Canadians want their economy flooded with Chinese goods ("dumping" - selling goods at less than cost) - which destroys local industry. This was predicted in The Economist awhile back, that if the US blocked Chinese imports a tsunami of Chinese goods would flood other countries and now it's happening. Those countries will also, in turn, erect trade barriers, or suffer the devastation that massive Chinese dumping causes. So it's a nice protest gesture, but it's a cutting off your nose to spite your face gesture.
  - inigyou 1mo ago
    Oh no! Cheap goods and services! Maybe some other governments will be smart enough to not let a massive influx of nearly free stuff make everyone materially worse off. In fact it seems like only a completely idiotic system would make people worse off for having more free stuff.
    - rozal 1mo ago
      oh no, lost jobs and and dying economy!
      - LoganDark 1mo ago
        It is genuinely impossible to compete in a market where alternatives are cheaper enough, just look at how Amazon Basics squeezes competitors out of business.
        BowBun 1mo ago
        This is why free trade is important. We had a decent setup where countries were specializing in their own manufacturing/services specialties, and then we all paid each other for what we needed. Then some greedy fools decided they needed more, and started trying to charge more on the way out or on the way in. Now the ones that specialized in the 'must haves' of today have insane leverage over everyone else. Then the 'easy' answer is to prevent those goods from coming into your country. It's all so incredibly shortsighted, it deflates me.
ihaveajob 1mo ago
No wonder in China they call Trump "the nation builder".
aucisson_masque 1mo ago
> The Iran war and SoH crisis has been great for EV uptake Trump has been the best promoter of electrical vehicle here in Europe. He 'helped' his Arabian allies twice, first he brought war to their countries and then he made sure that people wouldn't need their oil anymore (at least much less). With allies like that you don't need enemy lol.
JKCalhoun 1mo ago
And now I think we're going to see a surge of vegetarianism in the U.S. Good show!
rootusrootus 1mo ago
Hell, it's been decent (relatively) for pushing EV adoption within the US, too, in addition to renewable energy. This is not the first time that I've wondered if Donald Trump isn't secretly still a democrat at heart.
saturn8601 1mo ago
Well yes... the current US admin gets blame for not seemingly understanding the market right now(or bungled elsewhere giving the Chinese a lucky break) but i'm sure the massive oversupply in Chinese EVs didn't hurt either. China has 100+ car comapnies that are all in the jungle right now trying desperately to survive. Most won't make it and when the victors emerge, other car companies may not be ready for these warriors that survived. One of the ways to get rid of excess inventory: dump it elsewhere.

SwtCyber 1mo ago

Truly a flawless strategy: convince every government and large company on earth that depending on US-hosted AI is a geopolitical risk.