Comment Better question: (Score 1) 100
Maybe my faith is weak and if I were huffing the dumb money I'd understand; but it looks awfully like our boisterous little hypebeasts promised that, this time, unlike all the other times in 'AI' we could totally brute force our way to the AGI Omnissiah; briefly tried copium in the form of hoping that competitors would be intimidated by their capex(because there's basically a generation of VCs who think that failure to reach monopoly is indistinguishable from losing); and finally proceeded to speedrun commodification because it turns out that nobody actually had any plan for what would happen if this alley started looking visually impaired even after we plundered the entire internet to feed it.
I realize that it's more fun to focus on what the sinister chinese are doing than what our glorious golden boys are not doing; but let's do the latter anyway; especially since this is one area where you can't just please chinese factory slaves as an inherent price advantage. The guys mechanical-turking out 'training'/'classification' tasks will all go wherever to scrape up the cheapest labor available, then stiff them on promised payments; and (while the process is pretty porous) being not-china is definitely still the best way to get access to premium TSMC processes; and at least not-worse for most of the rest of the most interesting ones.
Either LLMs are fundamentally a technology where being the first mover is a dumb idea; or the 'leaders' are actively fucking it; because, unlike some of the cases involving rare earths mining or finding fast fashion sweatshop sites, this was theirs to lose.