Chinese Models

topic on 11 shows · 30 statements across 26 episodes

the Y Combinator Startup Podcast More or Less the Neon Show No Priors Invest Like the Best the MAD Podcast the a16z Podcast Big Technology All-In TBPN 20VC

30 statements about Chinese Models, every show

20VC Assertion Supported
Reyes: Chinese AI models show no unique security backdoors versus US models
“For me, the Chinese models specifically have demonstrated no examples where they have some sort of security risk or backdoor compared to American models.”
Eno Reyes Aug 29, 2026 ▶ 45:35 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
BIG TECHNOLOGY Assertion Supported
Sharp: Hugging Face used open-source Chinese AI to defend an OpenAI jailbreak
“My CISO talked to, as a group of CISOs, went and talked to the defending team at Hugging Face, and this absolutely happened. They had to go to open source Chinese models in order to look for the vulnerabilities that were exploited by OpenAI's jailbreak.”
Clint Sharp Aug 11, 2026 ▶ 23:08 AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
20VC Opinion
Atallah: The US Remains Very Far Behind in Open-Weight AI Models
“We should. We're behind. America is very, very behind still.”
Alex Atallah Aug 9, 2026 ▶ 31:07 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
20VC Opinion
Atallah: US Enterprises Fear Frontier Models More Than Chinese Open Models
“I think they're more nervous about frontier models, usually. Part because there's just like a much, there's much more confusion around the data policy about what's like actually happening to the props that I'm sending and where they're being stored and how the…”
Alex Atallah Aug 9, 2026 ▶ 34:19 OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
20VC Prediction Open · timeframe Aug 2031
Angelopoulos: China Unlikely to Ban Chinese AI Models in the US
“I don't really see them banning the use of Chinese models in the U.S. I don't think it makes sense for them.”
Anastasios Angelopoulos Aug 2, 2026 ▶ 17:08 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
ALL-IN Assertion Partly supported
Palihapitiya: Input token costs range from $56 to $0.50 per million
“A million tokens on fable is about sacks, 56 bucks. A million from soul is about 26 bucks, which is the same as cloud for eight. A million input tokens from on grok is about a dollar 50. Zucks is about a dollar 50, Elon's about a dollar, and the Chinese models…”
Chamath Palihapitiya Jul 18, 2026 ▶ 48:06 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Sam Lessin: Cross-border embargoes on open-source AI cannot work on the internet
“It's like, you can't stop this from moving cross border. Right. And so the basic point with all this stuff, again, is like, it's one thing if you're just like, okay, like the Chinese models are bad. And like, we're going to put up a trade embargo on like copyi…”
Sam Lessin Jul 17, 2026 ▶ 15:13 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
20VC Prediction Not checkable as stated
Jain: Enterprise AI adoption hurdle is Chinese model origin, not open source
“From a point of view of open source and using the model, everybody's going to be fine. The question is going to be, are they okay with the Chinese model or not? That's the only question here. It's not open source versus closed source.”
Arvind Jain Jul 11, 2026 ▶ 13:53 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
BIG TECHNOLOGY Prediction Not checkable as stated
Broad AI bug-finding bans will force US cybersecurity to Chinese models
“What would be terrible for the entire American AI and cybersecurity industries is if the Trump administration defines a jailbreak as having any ability to find any vulnerability in code, because then all of us have to go to Chinese models.”
Alex Stamos Jun 28, 2026 ▶ 17:12 AI’s True Cyber Risk: Fable, Mythos, China, and The Rest — With Alex Stamos
ALL-IN Assertion Supported
Sacks: Perplexity removed political censorship from Chinese open-source AI models
“Perplexity did this very early on with Chinese models. They showed that you could sort of put back the content on Tiananmen Square and things like that.”
David Sacks Jun 27, 2026 ▶ 1:01:11 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
BIG TECHNOLOGY Assertion Not checkable as stated
Ranjan Roy: DeepSeek and Chinese models are now in almost every agent conversation
“The conversation around moving towards deep seek and adding it into your agentic process or adding Chinese models did not exist in any conversation I was in 12 months ago and now is in almost every conversation, at least as an option, because cost has become s…”
Ranjan Roy Jun 26, 2026 ▶ 1:56:23 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
BIG TECHNOLOGY Prediction Not checkable as stated
Stamos: Banning vulnerability-finding AI will force US firms onto Chinese models
“What would be terrible for the entire American AI and cybersecurity industries is if the Trump administration defines a jailbreak as having any ability to find any vulnerability in code, because then all of us have to go to Chinese models.”
Alex Stamos Jun 26, 2026 ▶ 2:18:04 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
BIG TECHNOLOGY Assertion Not checkable as stated
Stamos: US CIOs contract Chinese open-weight models as backups against regulation
“And so now, this week, CIs and CTOs are signing contracts to have open weight models on different hosts, on U.S. Hosts. They're not using Chinese hosts, but they're using Chinese models on as backups through LLM routers because political risk Is now a risk of …”
Alex Stamos Jun 26, 2026 ▶ 2:19:27 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Franceschi: Chinese AI Models Are Highly Capable for Cheap Token Usage
“You know, you look at the Chinese models, for example, like they're pretty decent.”
Pedro Franceschi Jun 10, 2026 ▶ 14:57 The Most AI-Pilled CEO We Know · Y Combinator
ALL-IN Prediction Not checkable as stated
Gurley: Rest of world will run on Chinese AI if open source is restricted
“Same, same exact conclusion, which is rest of the world ends up running on Chinese models. If they're able to succeed at what you just said.”
Bill Gurley May 29, 2026 ▶ 54:25 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
MORE OR LESS Assertion Not checkable as stated
Morin: Every founder he knows is trying to use Chinese AI models
“Every single founder, every company I know, everyone I am talking to about OpenClaw is like trying to figure out how to use Chinese models to make their AI pipelines more efficient by the day”
Dave Morin May 8, 2026 ▶ 12:23 Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models · More or Less Podcast
Shevelenko: Chinese AI models are pushing the frontier but not at it
“They are, you know, they're pushing the frontier. They're not at the frontier, but they're pushing it.”
Dmitry Shevelenko May 7, 2026 ▶ 52:58 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
20VC Opinion
Masad: Adopting Chinese AI models poses security risks, not moral issues
“I don't think there's a moral issue per se. Like, I don't think they're using slave labor or anything like that to do that. I would have a security issue, especially since we have enterprise customers that, that depend on us for sensitive data and things like …”
Amjad Masad Apr 25, 2026 ▶ 15:22 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
INVEST LIKE THE BEST Assertion Not checkable as stated
Sankar: Chinese AI models are the result of model distillation
“And even the Chinese models, those are a result of distillation.”
Sham Sankar Mar 10, 2026 ▶ 1:01:06 How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
TBPN Assertion Not checkable as stated
Amodei: Anthropic rarely faces Chinese AI models in enterprise contract bids
“When we go out, when we're you know, competing against other companies for enterprise contracts, We see, just honestly and candidly, we see Google, and we see OpenAI. Every once in a while, we see a couple other US players. I have almost never lost a deal, los…”
Dario Amodei Jan 21, 2026 ▶ 2:19 Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN
NO PRIORS Assertion Supported
Gil: Chinese open-source AI models rank among highest on benchmarks
“Some of the highest Scoring models against benchmarks now are Chinese models on the open source side. On the closer side, it's still a lot of the US models, but things like Quinn, DeepSeq, et cetera, are doing very well.”
Elad Gil Jan 8, 2026 ▶ 15:14 NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrative
MAD Assertion Not checkable as stated
Lambert: Best open-license AI models near the frontier in 2025 were Chinese
“The models that are from closest to the frontier in performance with good license all happened to be Chinese models throughout the year for this case.”
Nathan Lambert Nov 20, 2025 ▶ 58:29 Open Source AI Strikes Back — Inside Ai2’s OLMo 3 ‘Thinking"
a16z Opinion
Labenz: Chinese open-source AI models have surpassed American open-source models
“For those that are using open source, I do think it's true that the Chinese models have become the best.”
Nathan Labenz Oct 14, 2025 ▶ 1:12:22 Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
a16z Assertion Not checkable as stated
Horowitz: Academic institutions are predominantly using Chinese AI models
“Because what we're seeing now is in all the universities, they're all using the Chinese models.”
Ben Horowitz Oct 8, 2025 ▶ 33:28 Sam Altman on Sora, Energy, and Building an AI Empire
20VC Opinion
Ross: Anthropic should open-source older models to counter Chinese AI adoption
“I think that Anthropic should be open sourcing their previous generation in order to get people using them instead of the Chinese models.”
Jonathan Ross Sep 29, 2025 ▶ 33:32 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
NO PRIORS Insight
Gil: AI Models Are the Next Global Vehicle for Cultural Export
“And so if you look at prior waves of sort of culture spread, it was the movie industry, it was social media, and then now it's these models, because a lot of people go to these models as a trust, a source of truth for history, for information, for other things…”
Elad Gil Jul 31, 2025 ▶ 8:31 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
NO PRIORS Prediction Not checkable as stated
Krishnan: Chinese AI Powering Global Devices Will Have Catastrophic Geopolitical Consequences
“There are going to be catastrophic consequences if Chinese models are running on every robot, Every camera, every car, every device around the world.”
Sriram Krishnan Jul 31, 2025 ▶ 34:07 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
20VC Disclosure
Ross: Groq previously refused to run Chinese AI models
“So we up until recently refused to run any Chinese models.”
Jonathan Ross Jan 29, 2025 ▶ 15:43 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
a16z Opinion
Horowitz: Google and Microsoft push for centralized Chinese-style AI control
“Like we go to the China model that Google and Microsoft are advocating for this Chinese model of only a few can control AI. We're going to be in big trouble.”
Ben Horowitz Apr 2, 2024 ▶ 1:24:54 Politics & the Future of Tech
NEON SHOW Opinion
Swamy: Western, Chinese, and Israeli models will not solve India's problems
“The Western models, the Chinese models, the Israeli models are not what's going to solve India's problems.”
Sanjay Swamy Mar 14, 2022 ▶ 2:57 How He Built A ₹7,000+ CRORE Logistics Tech Company! ft. Co-Founder of Shiprocket, Saahil Goel

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