Comment by yogthos
3 days ago
What are you talking about even. Chinese models are what pretty much every AI company in the US is using now because you can run them on prem and customize them, and because hosted versions cost a fraction of US ones. https://www.youtube.com/watch?v=9baDOfwUzHQ
And that's in the US, the rest of the world is all using Chinese models as well. Which means these models get far more collaboration from the global research community being developed in the open. They will set the standards in terms of how APIs work. And they will be what everyone uses going forward.
The closed approach simply can't compete with that. The same way Linux destroyed Windows on servers, open AI models will destroy proprietary solutions as well.
Can this be backed up with any numbers, especially in the US? Every company I've seen using an AI something has obviously been using the API of one of the bigger companies. If this is a valid approach with proof it's basically as good, it would be something I would recommend to my company
Here's a recent Stanford study showing that Chinese models are basically just as good https://hai.stanford.edu/news/inside-the-ai-index-12-takeawa...
For most use cases, you don't actually need frontier performance either. Customization, cost, and data sovereignty are far bigger practical concerns. If you can run your own model on prem and tune it exactly what you need, then you're both saving money and getting better quality output.
It's also wroth noting that tooling can go a long way to improve the quality of output from the models as well, and this is very much an under explored area right now. For example, ATLAS agentic harness does a clever trick where it gets the model to generate multiple candidates then uses a second lightweight model as a heuristic to score them keeping the promising ones. And this drastically improves coding capability.
https://github.com/itigges22/ATLAS
There's also a paper along similar lines discussing how using a harness to force a project structure also allows it to work on much larger projects successfully.
https://arxiv.org/abs/2509.16198
So, I don't think that raw power of the model is even the most important part at this point. We can squeeze a lot more juice out of smaller models we can run locally by using them more effectively.
We're basically in the mainframe era of this tech, but the pendulum always swings to tech getting more optimized and moving to edge devices over time. And I think we're already starting to see this happen with local models becoming good enough to do real work.
That's interesting but it didn't answer my question in any way. You made a claim about usage in companies.
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Indeed! China is leaning heavily into AI as state policy, as the solution to its looming demographic crisis. Any advantage the US has is going to be brief. It'll be like comparing the high speed trains in China with the high speed trains in California...
ai generated video script
"Chinese models are what pretty much every AI company in the US is using now" - just untrue. you think people inside Cursor use composer for most of their work? haha
the talent at the labs far surpasses the global research community its just not comparable
I'm not saying I prefer it this way, I want open source to do well but it's just not happening at the current pace
Who cares how the script was generated. What he says is entirely factual. He cites plenty of concrete examples too.
The idea that the talent in the US surpasses the global research community is laughable. China already tops the world in artificial intelligence publications. https://www.science.org/content/article/china-tops-world-art...
China also has a population of 1.4 billion people, and an excellent education system. Pretty much all top universities are Chinese. https://www.nature.com/nature-index/institution-outputs/gene...
And let's not forget that top AI researchers from US are now fleeing to China. https://www.scmp.com/news/china/science/article/3353398/lead...
Publications != talent anymore. The top talent work at labs that keeps most of their research secret. And Microsoft AI is not in that circle
Not denying that China is a close #2 btw.
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