US panic is missing the point on Chinese AI

Tuesday, July 14, 2026 - 13:51
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Since last year, I’ve been tracking the trend of American startups using Chinese AI. This year, the shift has become harder to ignore. But it didn’t emerge in a vacuum. China’s low-cost, open-weight push was always going to appeal to developers, the backbone of AI innovation. Washington’s wake-up call arrived late.

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