Link to: https://stratechery.com/2026/whos-afraid-of-chinese-models/

Link to: https://stratechery.com/2026/whos-afraid-of-chinese-models/

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

Talk of banning Chinese-made open-weight LLMs reveals the challenge of turning AI into a business.