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.
Distillation paranoia: the moat is a receipt trail
China AI cope while open weights keep shipping
Hugging Face picks Chinese models over guardrailed US ones
API heist collapses the compute moat story
Sovereign AI and the export gift cut both ways
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