US-China AI Competition and Predictions for OpenAI and Others

max_paperclips · x · 2026-07-17

As Chinese AI models gradually catch up with the top US models, the original author makes several predictions for the near-term landscape: - **OpenAI**: With strong pragmatism and engineering capabilities for large-scale cheap inference, it will adapt well to competition. - **Anthropic**: Hampered by excessive AI doomer ideology, it may stagnate but will survive due to customer dependency. Moreover, as Chinese models rise rapidly, its strategy of using fear to push regulatory protection (regulatory capture) will become less effective. *Note: This post is a summary excerpt from a longer article.*

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