scaling
prediction
neutral
Pending
If model self-improvement loops require user data, faster release cycles could massively favor Chinese labs by giving their models longer lifespans before superior models undercut demand
As model self-improvement loops ramp up within the labs building LLMs, if any of these feedback loops require user data, this faster release cycle could massively favor the Chinese labs, giving their offerings longer lifespans before the next vastly superior model comes out, undercutting demand for their models.
Nathan Lambert28 Aug 2026
https://www.interconnects.ai/p/glm-53-how-chinese-labs-keep-stride
Outcome
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Next observable
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