Exactly, and a lot of big companies in US are heavily reliant on Chinese models already. For example, Airbnb uses Qwen cause they can self host it and customize it. Cursor built their latest composer model on top of Kimi, and so on. There are far more companies using these tools than making them, so while open models hurt companies that want to sell them as a service, they’re lowering the cost for everyone else.





















I’m fully expecting the current bubble to pop in the near future as well. The whole war on Iran could serve as a catalyst incidentally given that it’s going to drive energy prices to the moon.