The RSI bet may not be enough, and Chinese AI firms are taking a different path

JoshPurtell · x · 2026-07-21

The post argues that the current orthodoxy expects RSI to act like a deus ex machina that produces endless o1-level breakthroughs, but says that view may be overconfident.

It adds that Chinese companies do not appear to be making the same “quadruple down on the status quo” bet. They have not produced an o1-level breakthrough yet, but are still making real contributions, which the author suggests may matter if RSI does not arrive as quickly as some expect.

Related event: Chinese AI Companies Foring a Different Path(2 posts)→

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