China's AI models are impressing developers but losing investors. The problem? Open-weight AI is a much worse business than open-source software.

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

80% of startups are already running Chinese models. Not because they're cheaper — because Silicon Valley bet on the wrong moat.

Deutsche Bank breaks down this latest technology format war for generalists...

China's AI models are impressing developers but losing investors. The problem? Open-weight AI is a much worse business than open-source software.