"China only distills our models" is shaping up as official US policy narrative

teortaxesTex · x · 2026-11-05

teortaxesTex comments that the narrative "China is only capable of distilling our models" is hardening into official US policy. He argues it would only backfire on AI labs if training new models were outright banned and serving existing ones capped — which almost certainly won't happen. In that case, he notes, Dario would be the biggest beneficiary of the midterms, a take he sees missing from timelines.

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