7 articles
In January 2025, one Chinese AI release wiped $593 billion from Nvidia's market cap in a single trading day. Most investors panicked and sold. The smart ones were buying. Here's the contrarian take on
Every time a Chinese AI lab drops a new model, markets panic and wealth moves from the fearful to the calm. AI inference costs dropped 99% since 2022 and most business owners are still
Arcee, a US open source AI lab, says Chinese AI models are not inherently dangerous. The actual risk is in your data handling, not the model's origin. Companies still avoiding them on principle are
The White House is preparing sanctions that could lock Chinese AI companies out of US cloud and financial infrastructure. Most people are reading this as geopolitics. I'm reading it as a $500 billion capital
China's Moonshot AI released Kimi K2, a free 1 trillion parameter model matching GPT-4 performance. It's not just a tech story. It's a direct challenge to the valuations holding up the entire US AI
Meta distributed its best model for free. DeepSeek trained a frontier model for $6 million. Anthropic raised $3.5 billion anyway. Open source AI is rising fast, but Anthropic is selling something the free tier
Companies that paid $30 per million tokens for AI are now doing the same work for under $0.50. The inference cost collapse is real, it's fast, and most businesses haven't adjusted. Here's how to