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Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
“People are worried that if US companies start using Chinese models more and Anthropic less, then Anthropic will invest less. That means those US firms will lower the capex and in the end chip demand will be affected.” https://www.bloomberg.com/news/articles/2026-07-17/china-s-powerful-new-ai-surprises-investors-fueling-tech-rout-mroxm71p?srnd=homepage-americas
2026-07-17T14:46:10.567Z