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Applied AI·July 28, 2026·1 min read

China’s free AI models may not stay free, Goldman says

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The China vs US model gap has been framed as “almost as good and basically free” — if Chinese developers start charging cloud platforms for open-weight hosting, that arbitrage narrows fast. If you’ve been leaning on “free” Chinese models in your cost models or product strategy, treat that as temporary and stress-test pricing power and licensing risk now.