@GergelyOrosz: The disclosure about open AI models (+worries about the impact on the US leading the AI race) fails to account for how …
Summary
Gergely Orosz argues that concerns about open AI models undermining US leadership ignore that top AI inference companies are US-based; capable Chinese open models like Kimi K3 can instead strengthen US startups by leveraging advanced chips.
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Cached at: 07/20/26, 11:37 PM
The disclosure about open AI models (+worries about the impact on the US leading the AI race) fails to account for how all top AI inference co’s are also US ones. Not too dissimilar to how the case is for the cloud.
Capable Chinese open models make these US startups stronger
Rohan Paul (@rohanpaul_ai): “American companies such as Modal, Fireworks, and Baseten will be able to serve Kimi K3, at one-tenth the cost of their Chinese competitors because they have access to advanced Nvidia and AMD chips.
There is some irony here. Much of the model’s research and development has
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