China gave its models away when it was behind. Qwen, DeepSeek, GLM. All were open. The strategy was...

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Aadit Sheth on X: "China gave its models away when it was behind. Qwen, DeepSeek, GLM. All were open. The strategy was t...
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- 主题聚焦:China gave its models away when it was behind. Q
- 来源:Aadit Sheth(@aaditsh),建议结合原文判断细节。
- AI 分析暂不可用,本条为保底评分与摘要。
Aadit Sheth on X: "China gave its models away when it was behind. Qwen, DeepSeek, GLM. All were open. The strategy was to commoditize the model layer so US labs can't charge premium prices. It worked. US companies now route over 30% of their AI tokens through Chinese models every week (a year ago" / X
Aadit Sheth
@aaditsh
China gave its models away when it was behind. Qwen, DeepSeek, GLM. All were open. The strategy was to commoditize the model layer so US labs can't charge premium prices. It worked. US companies now route over 30% of their AI tokens through Chinese models every week (a year ago that was 11%). Now Chinese models are roughly 6 to 9 months behind the US frontier instead of years. And this week it's reported that Beijing is discussing restricting overseas access to its best models for the first time. The logic is pretty simple. You give the model away when you're second. You restrict it when you think you're about to be first.
Ethan Mollick
@emollick
Jul 7
This is a key reason I don’t expect the flow of frontier open weights models to continue indefinitely, or even for very much longer.
reuters.com/world/beijing-…
7:04 PM · Jul 7, 2026
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