Who’s Afraid of Chinese Models?
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stratechery.com
IrregularChat: AI & Autonomy
Jul 20
The article argues that AI is bringing back classic economic principles, especially marginal cost, in a way that software once seemed to escape. Using the example of Kimi K3, an open-weights Chinese m
The piece argues against Ben Thompson’s claim that US frontier AI labs should not worry about Chinese open-source models such as Kimi K3. Thompson’s two main points are that American labs likely have
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema