Comment by bigyabai

> How much is China learning from open models?

Across all their labs? Probably more than OpenAI and Anthropic learned from Astra/Mythos combined. The American frontier is being driven by an abundance of compute, which doesn't seem to scale efficiently.

> how much is the US losing worldwide mindshare

They're losing US mindshare. I pay $3/month for a Z.AI subscription and get billions of Opencode tokens. The $20/month price point is insane for the way that Claude and Codex treat their users, and that money doesn't go towards anything good like open-sourcing their models. It's a doomed product.