Strong framing. One additional China-specific “pod” may be industrial delivery itself: getting a model through procurement, private deployment, hardware adaptation, compliance, and after-sales integration. Open weights lower the price of intelligence, but they can increase demand for the infrastructure and engineering needed to make it usable. The model layer may commoditize faster than the broader AI supply chain.
True. And presumably they will need the infamous forward deployed engineers to make this happen. And potentially learn from one deployment and reduce costs implementing the next as you suggest. Or learn so much about the sector they can create an AI rival…
Strong framing. One additional China-specific “pod” may be industrial delivery itself: getting a model through procurement, private deployment, hardware adaptation, compliance, and after-sales integration. Open weights lower the price of intelligence, but they can increase demand for the infrastructure and engineering needed to make it usable. The model layer may commoditize faster than the broader AI supply chain.
True. And presumably they will need the infamous forward deployed engineers to make this happen. And potentially learn from one deployment and reduce costs implementing the next as you suggest. Or learn so much about the sector they can create an AI rival…