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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.
The Chinese models are significantly better and will outcompete the models from the US, it was just a matter of people realizing that.
Maybe not as good as Claude, but they are good enough, and open-source, and free. The US market is going to learn the hard way why open-source curbstomps greedy bullshit.
OpenAI will be the first to fall, and then better players like Claude will be forced to release more open-sourced models.
they will lobby for tariffs or banning Chinese models outright also seems to be coming true.
Then it’ll just come from Germany or France or elsewhere. It doesn’t take millions of dollars to train a good model, despite these US companies pretending that it does.
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.
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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.
Maybe not as good as Claude, but they are good enough, and open-source, and free. The US market is going to learn the hard way why open-source curbstomps greedy bullshit.
OpenAI will be the first to fall, and then better players like Claude will be forced to release more open-sourced models.
Then it’ll just come from Germany or France or elsewhere. It doesn’t take millions of dollars to train a good model, despite these US companies pretending that it does.
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.