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Who’s Afraid of Chinese Models?

stratechery.com · first added by @harryh
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Issue #802 @hnl
discussions · 2
Who's afraid of Chinese models? 995 pts · 910 comments · Jul 2026 995 pts · 910 comments · Jul 2026
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Who's Afraid of Chinese Models? 7 pts · 2 comments · Jul 2026 7 pts · 2 comments · Jul 2026
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from the discussion · 5
GLM 5.2 and the coming AI margin collapse (part 1) martinalderson.com martinalderson.com
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Kimi K3: The open-weights escalation interconnects.ai interconnects.ai
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Ben Thompson is wrong: US frontier labs are right to be panicking larrysalibra.com larrysalibra.com
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National Security Presidential Memorandum/NSPM-11 whitehouse.gov whitehouse.gov
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DeepSeek V4 Compressed Attention: KV-Cache 2% Explained deepseek.ai deepseek.ai
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related HN threads · 1
Ben Thompson is wrong: US frontier labs are right to be panicking 30 pts · 4 comments · Jul 2026 30 pts · 4 comments · Jul 2026
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