The Ledger
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Shao: Once LLMs become good enough, AI competition shifts to products
“If we've reached a point where everything is kind of just good enough, then I think commercialization is also going to be in product layer.”
Shao: Compute Limits Force Chinese AI Labs Into Distinct Specializations
“What you've seen is a lot of these tiny labs faced with compute constraint and in some ways capital constraint, they're forcing them to specialize rather than compete across every dimension. So, you know, for the sake of, you know, deep seek, it's really, real…”
Shao: Self-hosting Chinese open-source AI eliminates China data flow risks
“Essentially if you self host these models or you use them through these inference service providers like fireworks, these models become yours or American, if you want to put it right. So the whole fear mongering around does the data or whatever go to China doe…”
Shao: Non-transferable spousal credentials drive AI researcher return to China
“Personal reason I think is the main driver for most people, honestly, like I I've spoken to researchers where hate to overgeneralize, but their wives or spouse or whoever are maybe teachers, lawyers you know, healthcare professionals in China. And those are no…”
Shao: AI robotics and autonomous vehicles are bottlenecked by physical data
“And then the real, real, real bottleneck for these, all these companies, whether you're talking about autonomous driving or industrial robotics or human robotics with, in terms of AI integration is that they don't have enough physical data.”