stratechery.com

2026.37: Duo Threats

While OpenAI's tactics may in fact chill research in advanced mathematics, what Meta has assembled is free (to consumers) hardware and software that dramatically reduces the barrier to entry for ordinary people looking to harness the power of agents, making the AI upside a lot more accessible to the masses who don't want to buy a Mac Mini.

ai-supremacy.com

The Open Source AI China Problem Just got Worse

If every new Chinese model has the potential to debut in the top five best models by intelligence, that's a big problem for the AI industrial complex of the U.S. The China problem in AI for the United States isn't just there, it's getting worse.