PremiumIn recent weeks, there have been two key tensions surrounding the ongoing historic AI rollout:the first one is the increasingly explosive debate over surging token costs (which we discussed most recently in "The Value Didn't Arrive": Bain Finds Cost-Savings From AI Falling Far Short Of Projections", "From Singularity To Tokenomics: The AI Narrative Hit A Snag" and "From Singularity To Tokenomics, Part II: The Subsidy Just Ran Out", and which the FT addressed today in "We created a monster’").The second one is the latest crackdown by the US government on Anthropic's models, banning foreign usage of Claude Fable 5 which forced Dario Amodei to disable all access to the new LLM (Anthropic is currently in talks with the Admin to address security flaws in the model).
Answering The "Trillion Dollar Question": How China's AI Models Compete On Cost Effieiency
Who will win the AI arms race: US or China? Everything depends on the answer...










