Open your business account with Statrys 👉 https://bit.ly/StatrysWebsite0:00 Intro1:48 The Switch Nobody Talks About3:53 The Price War You're Losing5:28 The ...
I’ve said this before. The Chinese models are significantly better and will outcompete the models from the US, it was just a matter of people realizing that.
My other prediction, being that they will lobby for tariffs or banning Chinese models outright also seems to be coming true.
Build American AI, a nonprofit linked to a super PAC bankrolled by executives at OpenAI and Andreessen Horowitz, is funding a campaign to spread pro-AI messaging and stoke fears about China.
I do wonder how Europe is going to react. Will they just focus on their home grown Mistral or will they consider Chinese open weight models? I feel like the EU is quite wary of anything Chinese and that many people won’t fully comprehend the actual security risk and that they will initially dismiss are avoid them, but they can’t ignore it forever. Qwen 3.6 35B which can be ran at home is already leaving Mistral’s latest models in the dust.
It’s going to be interesting to watch because the usual rationale that China is spying on you doesn’t work for open models people can run locally. And we now see that even in the US, majority of the startups are using Chinese models already. So, there 's a lot of capital invested into continuing to have access to these models. On the other hand, we have these massive AI corps in the US whose entire business model is threatened, and who will spend colossal amounts of money lobbying to ban the competition.
Indeed, that argument doesn’t really work. I suspect the argument will be that they’re untrustworthy and will give a distorted view of reality with subtle propaganda shown with a video of someone asking non open weights Chinese models about Tianamen Square or something.
Another approach is that they will form a cartel for running US inference focused datacenters and will pivot to selling services using it.
I expect the latter will be the likely long term outcome. We already saw Microsoft try to kill Linux in the early 2000s, it was a very similar scenario. MS had a software empire where they were charging absurd licenses for windows servers, and then Linux comes in and all of a sudden people start using open source. And MS literally tried to make open source illegal, eventually they lost and now nobody runs windows on servers anymore, but MS does host giant Linux server farms.
I’ve said this before. The Chinese models are significantly better and will outcompete the models from the US, it was just a matter of people realizing that.
My other prediction, being that they will lobby for tariffs or banning Chinese models outright also seems to be coming true.
A Dark-Money Campaign Is Paying Influencers to Frame Chinese AI as a Threat
I do wonder how Europe is going to react. Will they just focus on their home grown Mistral or will they consider Chinese open weight models? I feel like the EU is quite wary of anything Chinese and that many people won’t fully comprehend the actual security risk and that they will initially dismiss are avoid them, but they can’t ignore it forever. Qwen 3.6 35B which can be ran at home is already leaving Mistral’s latest models in the dust.
It’s going to be interesting to watch because the usual rationale that China is spying on you doesn’t work for open models people can run locally. And we now see that even in the US, majority of the startups are using Chinese models already. So, there 's a lot of capital invested into continuing to have access to these models. On the other hand, we have these massive AI corps in the US whose entire business model is threatened, and who will spend colossal amounts of money lobbying to ban the competition.
Indeed, that argument doesn’t really work. I suspect the argument will be that they’re untrustworthy and will give a distorted view of reality with subtle propaganda shown with a video of someone asking non open weights Chinese models about Tianamen Square or something.
Another approach is that they will form a cartel for running US inference focused datacenters and will pivot to selling services using it.
I expect the latter will be the likely long term outcome. We already saw Microsoft try to kill Linux in the early 2000s, it was a very similar scenario. MS had a software empire where they were charging absurd licenses for windows servers, and then Linux comes in and all of a sudden people start using open source. And MS literally tried to make open source illegal, eventually they lost and now nobody runs windows on servers anymore, but MS does host giant Linux server farms.