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The article questions whether open-source AI is keeping up with closed AI, noting that Chinese labs are catching up quickly, which challenges the notion of a clear US lead in AI.
Chinese AI labs are releasing competitive models at lower costs, potentially due to open-source research and purchasing training data from American vendors, raising questions about efficiency and data sourcing.
Five Chinese AI labs cut inference token prices by up to 99% in a price war, making frontier inference nearly free and shifting the competitive advantage from models to distribution and tooling.
A brief opinion stating that Moonshot and DeepSeek are the top-tier Chinese AI labs, far ahead of others.