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

David Sacks warns US is losing the AI race after Moonshot AI launches Kimi K3, a 2.8 trillion parameter model priced 80% cheaper than Anthropic's Fable 5.

BEIJING: Chinese AI startup Moonshot on Friday unveiled Kimi K3, a 2.8 trillion-parameter model that it said is the...

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

The Trump administration is exploring ways to limit access to advanced Chinese AI models. This move could benefit American companies like OpenAI and Anthropic. Previous efforts to…