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.
这篇文章对中国AI领域的分析很深刻，不过它有点长了。顺道推荐一个好的资源，看看这个KimiK3的指南，也许能帮你搞明白更多。<a href="https://www.kimik3.net" target="_blank">KimiK3 Unofficial Guide</a>
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.