alt Hacker NewsI think it mostly shows that there is no moat and the only advantage the U.S companies have over the Chinese is more compute. Qwen Max, Kimi K3, GLM 5.3 are really close to Opus/Sol/Fable/Astra and they are open weights.
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“there is no moat”, even though openai and anthropic both have paused development and are working off internal models that are like yet another revision ahead of what has even been released. and open source models only ever catch up to what is already publicly released because all they do is distill openai and antropic models. but yeah: “no moat”.
they don't have moat in hardware either
Chinese counterpart like CXMT and Huawei is begin producing their own chip
You cant block an entire nation level effort with tariff
If there was no moat, nvidia and meta would have SoTA models too.
bringing the price down b.c. competition != no moat.
There's not 100 frontier labs, it's not like airline companies