Whalesbook
Dekho yaar, China ab apne tech rules ko kaafi strong kar raha hai. Meta Platforms ka jo $2 Billion ka Manus AI deal tha na, usko ab finally cancel karne ko bola gaya hai. Yeh sirf ek deal cancel hone se zyada hai, yeh China ka pura approach change hone ka ishara hai, especially AI ko lekar.
Kya hai na, pehle Chinese companies yeh trick use karti thi ki woh apne aap ko Singapore jaisi countries mein register karwa leti thi taaki woh foreign investment la sakein aur China ki strict regulations se bach jayein. Isko 'Singapore-washing' bolte the, aur yeh strategy kaafi time se chal rahi thi. Lekin ab NDRC ne clear kar diya hai ki woh company ke origin ko dekhenge, na ki woh kahan register hai. Matlab, Manus ka R&D, uska founding team, aur uska data agar Chinese hai, toh China ka rule chalega, chahe woh Singapore mein register ho jaye.
Is move se pata chalta hai ki China ab Artificial Intelligence ko sirf business growth ka tool nahi, balki ek national security ka asset maanta hai. Iska matlab hai ki future mein AI companies mein jo bhi deals hongi, unko security ke angle se dekha jayega. Yeh U.S. ke steps jaise hai jahan woh chips par restrictions laga rahe hain.
Yeh koi pehli baar nahi hai jab China ne koi deal roki hai, pehle bhi aise cases hue hain. Lekin Meta jaise bade player ke saath is tarah ka action ek bada signal hai. Ab woh apne top AI startups ko bina govt approval ke US se paise lene se bhi rok sakte hain. Aur Manus ke founders ko China mein hi rok liya gaya hai taaki woh desh na chhod payein, jo ek warning hai sabke liye.
Is sabse investors ke liye toh risk ab kaafi high ho gaya hai. Pata nahi chal raha ki Chinese tech companies mein invest karna kitna safe hai jab government kabhi bhi deal cancel kar sakti hai. Isse foreign investment mushkil hogi aur Chinese firms ko shayad sirf domestic funding par hi depend karna padega. Deal ki value bhi dekho, $2 Billion se $2.5 Billion thi, aur Manus ki pichhli valuation sirf $500 million thi, jo US ki companies se kaafi kam thi.