"... Chinese companies have in past years squeezed out global rivals in industries as varied as electric vehicles and solar panels, by out-manufacturing and undercutting their competitors. The pattern may be replicating itself in AI.
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Itβs a βbig problem,β said the Palo Alto-based Awadallah, whose startup helps enterprises build and deploy AI agents and AI Assistants. βWeβre about to see a trend toward significant margin compression for companies throughout the ecosystem. Not just AI model builders, but the large AI enablers that are also driving the growth of the industry.β
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