Hugging Face CEO Clément Delangue announced that China is dominating open-source AI models and could catch up to the U.S. by the end of this year. Catch up implies they are behind. Dominating implies they are ahead. Pick a lane, Clément.
The CEO of a company that hosts AI models says the country producing the most AI models is winning the AI race. Stunning investigative work. Next he'll reveal that the ocean is winning the water race.
China has been flooding Hugging Face with open models for months. They release them faster than American labs can name theirs after gemstones and Greek gods. Turns out when you skip the part where you spend nine months workshopping a brand identity, you ship more product. Revolutionary concept.
Delangue thinks Chinese models will catch up to American ones this year. American retail traders heard this and immediately started googling how to buy shares of China. They cannot. They will try anyway. Three of them will accidentally buy shares of China Telecom and brag about it on Reddit.
The entire premise rests on open models mattering more than closed ones. Hugging Face built a business on open models. Delangue says open models are winning. A man who sells shovels says the gold rush is real. Connect the dots.
Nobody trading options on Nvidia has any idea what Hugging Face does. They think it's a dating app for people with attachment disorders. They are buying calls anyway because someone on Twitter said AI four times in one sentence.
China is winning a race the U.S. didn't know it entered, using a scoring system one guy invented, judged by that same guy, who profits when people believe the race matters.
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