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If you think the number of US AI lab employees feeding information back to the homeland is zero, you’re terribly naive. There is the kind of money on the table people will absolutely lie, steal, and kill for.

There is also not strong evidence that immigration is the source of progress. We issued many more patents in the 19th century than now which was well before Hart-Cellar. The statement that immigration is even declining is not also supported by evidence.

So if you were to imagine the second largest economy in the world, governed by a monolithic politburo, with a long history of barely concealed programs of corporate and academic espionage, what do you think their approach would be to American technology worth trillions? Now take it a step further, this hypothetical government sees itself as the civilization representation of an ethnic group, and regularly attempts to monitor and police that group regardless of where they are in the world. Also, that ethnic group, separated from the motherland by one generation or less, makes up the majority of research labor in American labs.

Don’t you think there’s maybe a teeny, tiny chance that their approach is a little more sophisticated than just buying retail subscriptions? Maybe the trade secrets are being exfiltrated directly from the American labs?

Qwen 3.8 3 days ago

Appealing to the Belsheviks for moral authority is, well I will just say an interesting approach. I do not have that much sympathy for Anthropic, but I do not have much sympathy for publishing companies either whose rights to a revenue stream they violated either. Are Chinese AI companies the Robin Hood in this story? Would they be so magnanimous if they had the upper hand? I don’t think so.

Muse Spark 1.1 13 days ago

Sometimes. It depends on the task. $15/Mtok is still a lot cheaper than human written code. It’s probably worth spending more for contract reviews. Tasks don’t have uniform value. If you’re using an AI for entertainment, then frontier premiums are hard to justify. For paid work, they’re a great deal if used reasonably.

“Asshole non-technical people”

You mean the people creating actual business value in every industry where software isn’t the product? Speak not unless spoken to, Mr. cost-center!

I think one of the more sober analysis that focused on danish firms exclusively predicted the overall growth impact on GDP to be a bit less than half a percent. Now, well that doesn’t sound very large, considering nominal GDP for the world is nearly $60 trillion, that is a big deal. I don’t know if that justifies trillion dollar evaluations for the providers, but even a small improvement over a large base is meaningful.

Fable 5 is Back 21 days ago

The token quota is completely unpredictable and changes month to month. Anthropic has a real penchant for riding the fine line of useful and dark patterns that make me want to write them off forever.

The appropriate price is what the output is worth to you. Some people could pay $10,000/month, some $5 and feel like they were breaking even. There is a big jump between convenience and curiosity uses versus business critical.

OpenAI already charges enterprise users a premium purely for that title over on-demand, no-contract usage. Retail users get a good deal. People make a lot of hay about subsidies but this is a very sane approach if you want exposure to these three different types of customers.