PremiumA few signals are converging regarding the direction of American AI; a research shop telling clients to dump US AI for China, Chinese models undercutting the West by up to two orders of magnitude, and Google unable to ship its flagship because it burns too many tokens. An Order Of Magnitude, Sometimes Two
'Out Of The Magnificent 7, Into China': The AI Trade's Token Bill Is Finally Coming Due
It eats too many tokens doing exactly the "agentic" work that's supposed to justify the entire AI capex boom.
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