this post was submitted on 02 Jul 2026
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Seems to me that US corporates are fucked at this point because Chinese open models are getting good enough. Relying on an American model is now a huge business risk that has to be priced in because the US can just turn it off at any moment. Meanwhile, with open models, even if China started restricting access for some reason, it's still possible for local providers in other countries to run them. On top of that, companies can run their own on prem versions without having to leak data to anybody and tune them to their needs. The only thing US companies had going for them was that their models were more capable, and now that's gone.