[drnick1]

> Chinese release open models to drive the state of the art

Are you sure it isn't just another form of Chinese industrial policy? China does not have frontier labs, but through distillation and their own work they can get pretty close. It's not enough to be competitive with Anthropic and OpenAI, but there is still money to be made by selling compute (software as a service), and in any case it's better than being left behind in the AI race.

[potwinkle]

There are coding tasks where Kimi K3 outperforms Fable (haven't done much comparing between it and Sol) and the Chinese labs have access to their own synthetic datasets, along with frontier research. We're leaving behind the days where Chinese models are distilled Claude, but I hope Anthropic/OpenAI can continue to accelerate.