Valuation is not based on what they have done but what they might do, I agree tho it's investment made with very little insight into Chinese research. I guess it's counting on deepseek being banned and all computers in America refusing to run open software by the year 2030 /snark
They would if corporations were allowed to run these models. I fully expect the US government to prohibit corporations from doing anything useful with Chinese models (full censorship). It's the same game they use with chips.
And the people making the bets are in a position to make sure the banning happens. The US government system being what it is.
Not that our leaders need any incentive to ban Chinese tech in this space. Just pointing out that it's not necessarily a "bet".
"Bet" imply you don't know the outcome and you have no influence over the outcome. Even "investment" implies you don't know the outcome. I'm not sure that's the case with these people?
