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Who’s Afraid of Chinese Models?

stratechery.com · first added by @harryh · 2026-07-25 · 3 upvotes

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─── In 1 list ──────────────────────────────────────────

* Issue #802 by @hnl [favorites]

─── Discussions ────────────────────────────────────────

* Who's afraid of Chinese models?

995 pts · 910 comments · node

* Who's Afraid of Chinese Models?

7 pts · 2 comments · node

─── From the discussion ────────────────────────────────

* GLM 5.2 and the coming AI margin collapse (part 1)

martinalderson.com · node

* Kimi K3: The open-weights escalation

interconnects.ai · node

* Ben Thompson is wrong: US frontier labs are right to be panicking

larrysalibra.com · node

* National Security Presidential Memorandum/NSPM-11

whitehouse.gov · node

* DeepSeek V4 Compressed Attention: KV-Cache 2% Explained

deepseek.ai · node

─── Related hn threads ─────────────────────────────────

* Ben Thompson is wrong: US frontier labs are right to be panicking

30 pts · 4 comments · node

─── Also saved alongside this ──────────────────────────

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