Stratechery argues US AI labs face little threat from Chinese competitors

Someone actually understands what is going on. https://twitter.com/stratechery/status/2079168867411386530

this is must read https://twitter.com/stratechery/status/2079168867411386530

This is great - more (open) models is good for developers, and good for the overall ecosystem. https://twitter.com/stratechery/status/2079168867411386530

Periodic reminder that @benthompson is the 🐐. https://stratechery.com/2026/whos-afraid-of-chinese-models/