By six months. Surely, non-SOTA models can eventually get not outdated. And your argument ignores 'new model development suddenly stopped' aspect. If it stops, there is nothing be to be outdated to..

> But they would be outdated, right?

Outdated compared to what? In your counterfactual, VC funded agents don't exist anymore, no?

Your argument, if I understand it correctly, is that they might somehow go away entirely when VC funding dries up, when more realistically they'll probably at most become twice as expensive or regress half a year in performance.

That's true, but the "AI bubble bursts" scenario is usually tied to Western investors getting essentially margin-called. If that happens, the CCP won't suddenly stop their investment; Chinese models will most likely continue developing.