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80% of U.S startups JUST switched to Chinese AI... (In silence)
(www.youtube.com)
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this post was submitted on 13 May 2026
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It's going to be interesting to watch because the usual rationale that China is spying on you doesn't work for open models people can run locally. And we now see that even in the US, majority of the startups are using Chinese models already. So, there 's a lot of capital invested into continuing to have access to these models. On the other hand, we have these massive AI corps in the US whose entire business model is threatened, and who will spend colossal amounts of money lobbying to ban the competition.
Indeed, that argument doesn't really work. I suspect the argument will be that they're untrustworthy and will give a distorted view of reality with subtle propaganda shown with a video of someone asking non open weights Chinese models about Tianamen Square or something.
Another approach is that they will form a cartel for running US inference focused datacenters and will pivot to selling services using it.
I expect the latter will be the likely long term outcome. We already saw Microsoft try to kill Linux in the early 2000s, it was a very similar scenario. MS had a software empire where they were charging absurd licenses for windows servers, and then Linux comes in and all of a sudden people start using open source. And MS literally tried to make open source illegal, eventually they lost and now nobody runs windows on servers anymore, but MS does host giant Linux server farms.