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"Who's Afraid of Chinese Models?" — the open-weights gap becomes a strategy question

Simon Willison's latest lands alongside a wave of similar takes this week (Gary Marcus, Stratechery, and a 1,200+ point HN thread) arguing that China's open-weight labs — DeepSeek, Qwen, Kimi — have closed most of the capability gap to closed US models. Several independent voices converging on the same read in one…

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Open-weight modelsIndustry analysischinaopen-weight-modelsdeepseekqwenindustry-analysis