Chinese open models are proper competition that should be welcomed, not something to ban or treat as a danger, and open-sourcing is an old business strategy
THE SO WHAT
If Chinese open models are both cheaper and good enough, the real moat for Western labs shifts from raw capability to distribution, data, and policy leverage. Operators should assume a world where high-quality open weights — including from China — are table stakes and build differentiation above the model, not around access.
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