I am of the opinion that they both either succeed or they both fail. They are both losing money hand over fist and their model quality is pretty close to each other. There is not a whole lot that sets them apart.
That is explicitly the Chinese strategy.
Now, what if the largest capitalist economy went all-in on an AI that might no longer be sufficiently monetizable?
Oh come on, this post sounds like one of those twitter bots. No one seriously expected them to just give away billions in R&D for free, and they arent. The chinese model companies are actively moving away from the open source setup. Even state export controls.
> First, we should adhere to the principle of openness and win-win and boost innovation-driven development. As a new engine of world economic growth and an accelerator for the shift of growth drivers, AI is moving from the digital world into the physical world. We should seize this rare, historic opportunity to encourage open source, openness, collaboration and sharing. We should facilitate technological innovation, industrial development and scenario-based application of AI. We should make coordinated advances in the transformation and upgrade of traditional industries, the cultivation and growth of emerging industries and forward-looking planning for future industries, so that all sectors and businesses can benefit from AI
-- Keynote speech by Chinese President Xi Jinping at opening ceremony of 2026 World AI Conference
http://english.scio.gov.cn/topnews/2026-07/18/content_118605...
As a socialist myself, the above comment looks like a prime example of what Mark Fisher would call capitalist realism, the ideological belief that there is no alternative. The fact that somebody would think past quarterly earnings appears unthinkable to the committed ideologue.
They wouldn't give away R&D for free, they would give it away to destroy the capitalist mode of production, as outlined above. If that isn't a worthy goal from China's perspective, then I don't know what would be.
China isn't the US. They don't share the same ideology, strategy or conclusions.
As for the export controls, they explicitly exempt already-open models and set up an automated streamlined process for future ones.
Well... obviously. What the fuck is the point of export controlling an already open model.
> for future ones
Nope. >2T models (i.e todays frontier) is explicitly not allowed.
Also see: https://www.reuters.com/world/asia-pacific/china-proposes-ad...
> China isn't the US. They don't share the same ideology, strategy or conclusions.
Money and power know no ideology. They do pretty much the exact same things as the US as well (from a 3rd country's POV). They expand territory, they capture industries, etc, etc, etc,.
> Keynote speech by Chinese President Xi Jinping
Do you take the same literal interpretations of other politicians' speeches? Surely you know thats politicking, the same way every G2/G7 leader says they want a collaborative world blah blah but it's naive to not know that it is cutthroat competition in reality.
> they would give it away to destroy the capitalist mode of production
Well, I won't take that dream away from you, but you're gonna be disappointed in this particular case, in our lifetime, with this particular country, atleast :)
If Anthropic and OpenAI economics are as bad as they seem to be they deserve to fail, others will take over the remaining market. It’s not a team sport