to me this behaviour is aligned with other industries China's been involved in. take solar or EVs as examples.

the dumping and involution involved in these industries is apparent and has been disrupting for the external markets affected. simultaneously both have helped make it economical to go green.

if you stop looking at LLMs as nukes, this becomes more convincing. China clearly does not want to rely on the West for what it considers core tech. they have done it for search and social; this is a natural next frontier. while they encourage a deluge of options for local use, others can make hay while the sun shine. albeit with the usual caveats.

autoregressive decoding is not an optimal paradigm for local or decentralized inference. amidst the mania and shortage, make the most of what is made available, like with solar, than crying over spilt milk.