Chinese AI models

7 statements across 7 episodes · 0 bullish · 4 bearish · 5 people on the record · first statement Sep 29, 2025 by Jonathan Ross · across every show →

Everything said about Chinese AI models, oldest first

Sep 29, 2025 negative
Assertion Open · timeframe Sep 2026
Ross: Chinese AI models cost 10x more to run than US open-source
“The cost to run the OSS model is about one-tenth that of the Chinese models.”
Jonathan Ross Sep 29, 2025 ▶ 30:11 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
May 4, 2026 negative
Prediction Not checkable as stated
Tobi Lütke: Restricting youth AI access will drive kids to Chinese models
“AI has so many naysayers, like, we are gonna tell kids they can't use AI. Kids will not stop using AI. What they will do is they will download Chinese models, and you will never, ever, ever get another high school essay about Tiananmen Square as a consequence …”
Tobi Lütke May 4, 2026 ▶ 44:39 Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
Jul 2, 2026 neutral
Prediction Not checkable as stated
Lemkin: >10% Chance US Bans Chinese AI Models for US Companies
“I, let's, is it on Kalshi? It seems to be more than a 10% chance it's gonna happen.”
Jason Lemkin Jul 2, 2026 ▶ 22:20 Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
Jul 9, 2026 neutral
Assertion Supported
Stebbings: Top six models on OpenRouter are Chinese
“The top six models as of today on open router are Chinese.”
Harry Stebbings Jul 9, 2026 ▶ 54:59 Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
Jul 23, 2026
Assertion Not checkable as stated
O'Driscoll: Chinese AI models lag Western frontier models by 6 to 9 months
“They're not state of the art compared to the frontier models, but they're, you know, six, nine months behind, depending on how you measure it.”
Rory O'Driscoll Jul 23, 2026 ▶ 3:50 Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
Jul 29, 2026 bearish
Prediction Open · timeframe Jul 2031
Lemkin: US will ban Chinese AI models just like DJI drones
“If those drones are banned, this is just my bet. I'm betting that the Chinese models are getting banned too. It's, I think if the drones are banned, this one's easier to ban.”
Jason Lemkin Jul 29, 2026 ▶ 22:09 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
Aug 9, 2026 negative
Opinion
Stebbings: Chinese AI Models Excel Abroad but Are Crippled Domestically by Guardrails
“The abilities of the Chinese models inside China is actually relatively limited. The guardrails are incredibly stringent and prohibitive. So it's ironic that they are incredibly superior to us. Shit domestically. Terrible.”
Harry Stebbings Aug 9, 2026 ▶ 40:44 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
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