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Applied AI·September 4, 2026·1 min read

Kai-Fu Lee Says China Will Win AI Reach Race

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Framing the contest as an “AI reach race” highlights a different metric than raw model quality—who can put cheap, good-enough models into the most hands. If your strategy assumes Western frontier labs define the market, stress-test a scenario where Chinese providers dominate volume usage across APAC, Africa, and parts of Europe.