Chinese Open Source Models

topic on 7 shows · 12 statements across 10 episodes

BG2 Pod the Knowledge Project No Priors Big Technology All-In TBPN 20VC

12 statements about Chinese Open Source Models, every show

Shao: Self-hosting Chinese open-source AI eliminates China data flow risks
“Essentially if you self host these models or you use them through these inference service providers like fireworks, these models become yours or American, if you want to put it right. So the whole fear mongering around does the data or whatever go to China doe…”
Grace Shao Jul 29, 2026 ▶ 18:32 How China Caught U.S. AI — With Grace Shao
TBPN Prediction Not checkable as stated
Hays: Cloud providers would likely drop Chinese AI models under sanctions
“You would ultimately see a lot of these, you know, Neo clouds unable, I imagine to serve the, you know, traditional Chinese open source models. I imagine that even open router would probably have to. Maybe stop supporting.”
Jordi Hays Jul 21, 2026 ▶ 9:43 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
20VC Insight
O'Driscoll: Chinese open-source AI caps profitability for US closed-source vendors
“Many US companies are starting to build their own model based on the open source alternative, so it's providing some kind of, it's providing a ceiling on profitability for some of the US closed source vendors.”
Rory O'Driscoll Jun 25, 2026 ▶ 26:44 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
ALL-IN Opinion
Friedberg: American open-source AI models lag behind Chinese models
“The American open source models are not as good as the Chinese open source models.”
David Friedberg Jun 13, 2026 ▶ 7:25 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
ALL-IN Assertion Not checkable as stated
Friedberg: Anthropic restrictions force startups and enterprises to Chinese models
“So the restrictions that Anthropic and others are putting upon themselves and upon the industry is forcing a lot of companies to go and get open source Chinese models and run them. We're seeing this across the landscape with startups. We see it with large scal…”
David Friedberg Jun 13, 2026 ▶ 7:29 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
KNOWLEDGE PROJECT Assertion Not checkable as stated
Gurley: Silicon Valley companies are widely using Chinese open-source AI models
“I would say it's kind of a quiet secret, just because I haven't read it on the front page of the journal, that, you know, especially from a breadth standpoint, like a volume, the companies are using these models all over Silicon Valley.”
Bill Gurley Jun 9, 2026 ▶ 16:29 Mental Models That Change How You Think | Bill Gurley
ALL-IN Assertion Supported
Sachs: Chinese open-source AI models lag US frontier models by six months
“We know that like, let's say the Chinese open source models like Kimi K two, it's about six months behind.”
David Sacks Apr 10, 2026 ▶ 12:54 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
NO PRIORS Disclosure
Simon Last: Notion Now Uses Cheaper Chinese Open-Source AI Models
“We actually just released one of them in our agent last week, and we're gonna do all four for sure. They're actually quite good, and they're way cheaper than the Frontier models.”
Simon Last Mar 12, 2026 ▶ 16:50 From Note-Taking App to AI Workspace: The Simon Last Interview
BIG TECHNOLOGY Disclosure
Ramaswamy: Snowflake tests and learns from Chinese open-source AI models
“So we test them. We use them. We try to we try to learn from them. We also partner with US companies that are trying to create open source models. There's actually a company that's based in in, in Brooklyn and San Francisco that is that, that, that we work wit…”
Sridhar Ramaswamy Feb 12, 2026 ▶ 51:40 Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
BG2 Assertion Supported
Madra: Chinese open-source AI offers 90% of top quality at 90% discount
“One of the things that you see with the leading open source models now, which are the Chinese is 90% of the quality in terms of intelligence, but at a 90% price discount.”
Sunny Madra Jul 31, 2025 ▶ 14:59 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
BG2 Prediction Not checkable as stated
Madra: Enterprise usage will shift back to US models if OpenAI open-sources
“With OpenAI's release and, you know, Meta charges back, or even if some of these startups emerge that, you know, we can point at, I think we'll see a huge shift back towards those models versus, versus the Chinese ones.”
Sunny Madra Jul 31, 2025 ▶ 21:47 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
NO PRIORS Assertion Not checkable as stated
Guo: Western Companies Are Broadly Using Chinese Open-Source AI Models
“They're happening and Western companies are using Chinese open source models very broadly already.”
Sarah Guo Jul 31, 2025 ▶ 17:46 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan

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