The focus of AI competition is shifting toward Recursive Self-Improvement (RSI), where AI optimizes itself, enabling AI to develop more powerful AI. According to QbitAI, OpenAI's GPT-5.6 has leveraged RSI to reduce end-to-end service costs by 20% and improve token generation efficiency by over 15%; Anthropic disclosed that over 80% of its codebase is autonomously generated by Claude; Jeff Dean left Google to found Discovery Loop, with a valuation reportedly targeting $10 billion.
However, China's AI industry faces the reality of restricted access to advanced external chips, increasingly relying on domestic chips. But the software ecosystem for domestic chips is fragmented: switching chips requires re-adaptation, switching models requires re-tuning, and long-term reliance on a few senior engineers to handwrite operators and debug parameters means a complex operator can take weeks to develop and tune.
The article likens this mismatch to: while upper-layer models have advanced to L4-style high autonomy, the underlying compute still requires L1-style manual intervention. Processing more tokens and longer inference chains per task places higher demands on underlying compute, yet domestic compute still has significant room for efficiency gains.