A field map of Chinese AI labs and platforms: Qwen, DeepSeek, Kimi, ByteDance, and Alibaba. How they came to dominate open models, work around compute constraints, and reshape the global AI landscape
I’m thinking that the model layer is commoditised and it’s true. But the premium unlock on a mass scale would come from solutions that can be deployed & used at a mass level. China is well on its way to provide frontier capabilities at a cheaper cost. The reliability of the infrastructure surrounding the model is a major signal, where US will double down aggressively.
I’m thinking that the model layer is commoditised and it’s true. But the premium unlock on a mass scale would come from solutions that can be deployed & used at a mass level. China is well on its way to provide frontier capabilities at a cheaper cost. The reliability of the infrastructure surrounding the model is a major signal, where US will double down aggressively.