🔮 Exponential View #572: AI’s moats, myths and moral loopholes

Hi all,Over the past week, I have been in China with , meeting AI and robotics teams including Zhipu and MiniMax (the two publicly listed foundation model companies), as well as Kimi, Alibaba, Xiaomi, Bytedance and others. Demand is booming. Zhipu, for example, is serving 5.5 trillion tokens per day. Developers are rushing to the platform, joining at about ten a minute. Keeping up with inference loads is a struggle in China, as it is in the US. Teams universally acknowledged compute constraints,...