@Fenng: A Singapore e-commerce giant could have been a major AI player, and Singapore could have been a key AI R&D hub. But on the eve of the large model explosion, it inexplicably chose strategic contraction, disbanded the AI team, and the head returned to China. By then, the company already had ~5,000 GPUs in compute power—which doesn't seem much now...

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Summary

The commentary notes that a Singapore e-commerce giant chose strategic contraction and disbanded its AI team before the large model explosion, missing the opportunity to become a major AI player, despite having around 5,000 GPUs in computing power at the time.

A homegrown e-commerce giant in Singapore could have been a major player in AI, and Singapore could have been a key hub for AI R&D. But on the eve of the large model explosion, it inexplicably chose to undergo strategic contraction, disbanded the AI team, and the leader returned to China. By then, the company already had computing power of about 5,000 GPUs—which now seems not that much? That was early 2023, and at that time, only Zhipu AI among Chinese companies likely had more GPUs than this company, but Zhipu's cards were all mixed brands. A company's fate sometimes depends on the founder's strategic insight and patience. I recently saw news that this company is laying off employees, and management says they want to develop AI... Just some thoughts.
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