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GPT 6.1 Sol: Near-Astra intelligence for a fifth of the price

1066 points · 953 comments · crorella

  1. gradus_ad · · focus · HN ↗
    Ominous for the industry and investors that token price is becoming the main battleground. Could be Anthropic's rationale for IPOing this year.
    1. djfjkfkffkkf · · focus · HN ↗
      China will do to llms what they did to german cars
      1. bogrollben · · focus · HN ↗
        I guess I'm out of touch. What did china do to german cars?
        1. CamperBob2 · · focus · HN ↗
          Outcompeted them badly. Sent Porsche packing and BMW bawling.
          1. zigzag312 · · focus · HN ↗
            By being subsidised by the government.
            1. tngranados · · focus · HN ↗
              [delayed]
              1. zigzag312 · · focus · HN ↗
                Yes, but not nearly to the same extent.

                First, the subsidies to consumers for electric vehicles in Germany apply to all cars, not just those built in Europe. This effectively subsidizes the competition from China.

                As I didn't quickly find any source making the direct comparison, I asked LLM to research it (I apologize for for this, but doing it manually would take too much time).

                   BYD: ~15% producer-focused economic benefit under the Commission's methodology; 17.0% including the legacy NEV fiscal scheme.

   VW Europe: ~0.2–0.7% is my best public-data-based estimate of currently observable and allocatable producer support; roughly 0.7–1.3% if we deliberately make aggressive assumptions favorable to VW.

   VW extreme stress test: ~2.5–3.2%, obtained by implausibly allocating essentially all VW Group grants and tax credits to European BEVs.
                EU Commission's investigation calculated countervailable subsidy rates for Chinese BEVs: see "3.10.3. Calculation of subsidy rates" for a aggregate subsidy rates.

                <a href="https:&#x2F;&#x2F;eur-lex.europa.eu&#x2F;legal-content&#x2F;EN&#x2F;TXT&#x2F;?qid=1738249752833&amp;uri=CELEX%3A32024R2754" rel="nofollow">https:&#x2F;&#x2F;eur-lex.europa.eu&#x2F;legal-content&#x2F;EN&#x2F;TXT&#x2F;?qid=17382497...

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