China’s Open-Source Advantage
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Konwinski highlights China’s AI strategy as a key reason for its rapid progress:
Government-backed labs like DeepSeek and Alibaba’s Qwen frequently open-source their breakthroughs, enabling global collaboration.
U.S. AI labs like OpenAI, Meta, and Anthropic focus on proprietary models, often hiring top academic talent with multimillion-dollar salaries, limiting broader research diffusion.
“The first nation to make the next ‘Transformer architectural level’ breakthrough will have the advantage,” Konwinski said.


