Grace Shao (@Gracemzshao), on the China AI theft debate: "Dumb distillation is something the layman thinks of — literally take model A's answer and plug it into model B. It's so obvious it's like copycatting. I don't think anyone is quite literally doing that because frankly it's
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- Grace Shao (@Gracemzshao) on the sudden US AI industry reversal on open source: "It was a huge 180." The fear that open source favors China dissolves once you realize US companies building on these models can self-host them or use providers like Fireworks — making them
- China's "free" AI labs aren't broke. @Zai_org : ~$1B ARR @MiniMax_AI : projected $1.2B by year end @deepseek_ai : not even trying to be profitable, just plowing revenue back into R&D Grace Shao (@Gracemzshao) on Chinese Free AI labs: "They're not not making money. In fact,
- Alex Kantrowitz(@Kantrowitz), host of Big Technology Podcast, on the AI funding problem: "The entire economy is going to be like the bag holders here" if @OpenAI and @AnthropicAI's revenues don't continue accelerating exponentially — because trillions in SPV debt held by PE and
- Alex Kantrowitz (@Kantrowitz) on reaching AGI: "The only way you reach AGI and still lose is if you make that AGI available to others." Hoard the models. Own the products. Cut off the competition. If this take is right, the API as we know it might not survive the next phase of

