Gil: Chinese Open-Source Subsidies Indirectly Subsidize US Enterprise AI Adopters
Elad Gil · Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud · May 1, 2026 · at 11:37
Investor Elad Gil discusses the geopolitical and economic dynamics of U.S. companies using Chinese open-source AI models.
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“At least for now, it looks like effectively the Chinese government is subsidizing at least a large subset of these models, and that subsidy or surplus is effectively just being passed on to US enterprises We're adopting these models. In other words, it's a way for the Chinese government to effectively subsidize U.S. Enterprise. In an indirect manner.”
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