personally, I believe what he said was not wrong.So Anthropic joins Elon's Grok in admitting they're not even within comprehension distance of Chinese technology.
I wonder how long before this guy realizes what this admission just did to his future investment potential, because at least Elon has other incomes....
US has all the high-end AI chips which is a huge advantage in the long run.
From what I am reading in this forum, SMIC has limited 7nm capacities. yes, ASML is still selling to China, and yes domestic HBM just started.
With DeepSeek soaring in popularity, not sure SMIC can produce enough AI chips to meet the demand.
