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After this action, I have no doubt that this administration will try to ban Chinese models. Of course, doing so will be futile, we'll figure out ways to get around it, but now I'm pretty sure they're going to try.
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It is almost certain that the CCP will impose constraints on access to their models at some point too. But Trump is doing it to extort cash from Anthropic, and China will be doing it to leverage political and economic concessions.

Remember that there are degrees of banning. Slower tokens, dumber models, token caps, KYC for each model consumer, hurting specific companies that are not capitulating in a deal with a Chinese company, etc.

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A big difference with open models is that anybody can run and tune them any way they like. The real difference in philosophy is that Americans companies treat the model as the product, while Chinese companies see models at infrastructure you build products on top of. You amortize the cost of deploying it at scale by sharing knowledge and iterating quickly to bring the cost down.

I see absolutely no reason why CPC would choose to kneecap themselves the way the USG just did. Keeping open access to the models means that the whole world will be using Chinese based AI stack going forward. Only a government run by absolute imbeciles would do what the US did.

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I'm waiting for that to happen as well since the price difference makes it very difficult for companies like Anthropic and OpenAI to compete. And we already have precedent for this with stuff like EVs, phones, and so on. As soon as Chinese companies start making a product that's more popular, they get banned on some national security pretext.

The tricky part with banning Chinese models is that they're open. It'll be easy to ban access to service providers, but preventing people from running these models on prem is going to be really tough. Like are they going to go after Cursor for example given that their model is based on Kimi?

I very much agree it's going to be a futile endeavour in the end. It kind of reminds me of the time Microsoft tried to get Linux and open source banned when Linux started encroaching on Windows server market. This is going to end the same way.

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I'm going to guess they'll go after sites like Huggingface that host downloads. I suspect we'll be torrenting Chinese models in the not-too-distant future. Or we'll have to geo-spoof with VPN to download from other countries.
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