Open-Weight Race

Closed US safety gardens lobotomized their own models. China turned open weights into industrial policy, and the compute-moat story died on a cheap API receipt.

  1. Distillation paranoia: the moat is a receipt trail

  2. China AI cope while open weights keep shipping

  3. Hugging Face picks Chinese models over guardrailed US ones

  4. API heist collapses the compute moat story

  5. Sovereign AI and the export gift cut both ways

  6. Open-weight insurgency as industrial policy

  • Procurement bans / soft bans on Chinese open models
  • Standards bodies and China-led AI diplomacy as adoption rails
  • Foreign Influence owns who captures institutions with the tech

www.gifdead.com/runners/open-weight-race/