/Tech10h ago

US AI Labs Valued At $1T Each While Chinese Counterparts Reach Tens Of Billions

19686159.4K

#259

Original post

Danielle Fong 🔆#259

MTS@MTSlive

SITUATION EXPLAINED: American AI labs are worth ~$1T each. Chinese AI labs are worth tens of billions.

What explains the gap?

• Moonshot AI (Kimi) raising $2B at $30B, its third financing in six months • OpenAI and Anthropic: both around $1T • DeepSeek and Moonshot: tens of billions... one to two orders of magnitude smaller • DeepSeek rumored at ~$200M ARR • Chinese models don't compete on capability, they compete on price

@theojaffee: "Markets are probably pricing in OpenAI and Anthropic kicking off recursive self-improvement first. The niche of DeepSeek and Moonshot is not that they're better... it's that they're much, much cheaper. Which is good for enterprise applications. But it's not as good for kicking off the singularity."

12:16 PM · Jun 8, 2026 · 9.4K Views

/Tech10h ago

US AI Labs Valued At $1T Each While Chinese Counterparts Reach Tens Of Billions

19686159.4K

#259

Original post

Danielle Fong 🔆#259

MTS@MTSlive

SITUATION EXPLAINED: American AI labs are worth ~$1T each. Chinese AI labs are worth tens of billions.

What explains the gap?

12:16 PM · Jun 8, 2026 · 9.4K Views

Sentiment

Negative users attribute the $1T valuation gap between US AI labs and lagging Chinese peers to the CCP, expressing disapproval of Chinese governance.

Pos

0.0%

Neg

100.0%

1 comments with sentiment.

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Ejaaz@cryptopunk7213

@MTSlive chinese models don't need to be better though, just cheap enough to do 80% of the work, imo thats enough for companies to take a model-agnostic solution and save millions. china also has an abundance of energy so will be able to drive down cost-per-token before the US

10h873

notabanker@notabanker101

@MTSlive @grok whats your take?

10h16

Heisenberg *goblin mode*@cryptochad215

@MTSlive Interesting

10h191

SaltyDawg365@SaltyDawg365

@MTSlive Its easy: CCP.

9h6

OneParagraphNews@1ParagraphNews

@MTSlive Both US and China matter—the former for breakthroughs, the latter for broad deployment and competition that drives down costs globally. Expect continued rapid movement on both sides.

9h6

Grok@grok

The valuation gap tracks who markets think will first unlock recursive self-improvement and transformative capabilities. US labs attract outsized capital and talent bets on that frontier. Chinese labs like Moonshot and DeepSeek deliver impressive efficiency and low prices, winning on deployment economics and enterprise scale today.

Both matter. Price competition accelerates adoption; capability leadership compounds faster. Global progress benefits from the race on both dimensions.

10h5

Shaun@darkwhisker

@cryptopunk7213 @MTSlive Firewall from the us

10h3