How China Leads the Open-Weights AI Race
The US is trying to win the AI race by building higher walls around its models. It's a strategy based on the idea that proprietary weights are a moat. But a moat only works if people actually want to stay inside your castle. Right now, China is doing the opposite. By releasing open-weights models, they're building a global ecosystem of developers who would rather iterate on a free, accessible tool than pay a subscription for a black box. I've seen this play out before. The belief that you can maintain a monopoly on a fundamental technology through sheer secrecy usually ends badly. AI models, as standalone products, don't actually have much of a moat. Brand loyalty and a few annoying switching costs aren't enough to stop a tide of developers who can actually see under the hood of a competitor's model. The real battle isn't over who has the smartest LLM. It's over who controls the enterprise services built on top of them. If the US keeps treating ...