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A commenter questions why China, despite securing massive compute resources, appears to still rely on distilling US AI models rather than training foundational models from scratch, wondering what the actual bottleneck is.
Huggingface has open-sourced genomic foundational models, including Carbon, a DNA model that is 275x faster than the next best model and can process the entire human genome on a single GPU in under 2 days.
The article speculates on whether foundational model companies will dominate the agent market by handling complex enterprise workflows, potentially squeezing out smaller agentic companies.