"Well, not quite. I'd say 20-30% use open source. Of those I'd say 80% use Chinese based models. So closer to 16-24%."

Reads pretty differently.

Just anecdotally though, my company is not a startup, well established and well known and has already started investigating, purely for dev purposes (not product), using Chinese models - this was spurred by costs rising much faster than expected.

So while I agree that I don't think it's anywhere near the 80% level across the board - I wouldn't be surprised if it starts moving that way.

A VC partner meeting with early-stage founders is focused on the viability, uniqueness and defensibility of the IP tech stack not what tooling the coders are using. The developers could be using Claude or GPT 5.6 to develop a tech stack based on open weight models.

> I care about having open technology that can be run in the public interest, aligned with the public’s values. Threads like public AI, federated services, and open research have traction but need backing. Getting there in the US needs more nuanced strategy and support than we’re seeing today.

> and Chinese models are poised to take the lead.

makes it sound like the second part is a continuation of the first quote from the same source, but actually the second link is just some random person’s substack post from almost a year ago.