Search

A lot of people talk about the AI competition. But in the open-source world, we hold a collaborative mindset.  Many open-source releases from the Chinese labs are helping U.S. labs. For example, the reinforcement learning training algorithm from DeepSeek is becoming the default setting for many U.S. research labs. Many Chinese open-source weights are running on U.S. hardware. It is like helping each other, not competing like a zero-sum game. We can both be winners if we are growing the pie together.

Some models are changing their licenses. For example, Minimax changed the license to basically say that if you use this model to make money, you have to pay. This is a very common practice in the open-source world, especially if you want to prevent free riders, like cloud users. Cloud providers could run an open-source model for free and generate profit without needing to share profit with the research lab. This is unfair.  So basically, the trend of changes is that if you are an individual user, you can use my model for free forever, but if you are a cloud provider generating revenue by servi

I’m concerned. If they do not find a way to monetize their research, this is a real risk. If they can have money and can keep doing open-source, it’ll be great for everyone. I think the capital market is coming to help. If you look at the stock price of China’s Zhipu, it is at 10 times growth already. This will definitely help them acquire more compute, talent and data, and generate better models. These investments can keep these labs on the table for a longer time.