U.S. and China AI development will continue to fluctuate between 3 and 15 months. It's interesting that China is becoming open, and the U.S. is becoming closed. Great conversation with @alansmurray at the WSJ Leadership Institute CEO Summit. https://www.wsj.com/video/kai-fu-lee-the-ai-device-of-the-future-will-always-be-listeningand-eventually-invisible/26B1923A-360B-440F-B098-4FB0DA51733D

@kaifulee @alansmurray the inversion is the story - china winning on openness while the us retreats behind closed weights is a strategic gift that no amount of export controls can offset

@kaifulee @alansmurray interesting framing. the open vs closed dynamic flips every era depending whos ahead and whos playing defense

@kaifulee @alansmurray the inversion is the actual story. china flooding the zone with open weights while the u.s. tightens export controls and model access is a policy divergence that compounds faster than a 15 month gap suggests

@kaifulee @alansmurray Mad inversion. China using openness as the wedge while the US puts taller walls round the garden.

@kaifulee @alansmurray The open vs closed split is the part people underprice. If models get close enough distribution and cheap access matter more than a 3 month benchmark lead. Users do not buy geopolitics. They buy usable capacity.

@kaifulee @alansmurray Open source dynamics shifting is the actual story here

Who benefits more from each model long term?

@kaifulee @alansmurray he framed the US-as-closed thing pretty gently

whos actually leading right now? or is it too early to tell?