Chinese open models are reshaping Silicon Valley
FuSheng_0306 · x · 2026-07-20
The author says that after spending time talking with people in Silicon Valley, they’ve seen Chinese tokens/models reshaping the market.
- Silicon Valley startups are reportedly adopting Chinese open-source models at scale because they are cheap and good enough.
- GLM 5.2 and Kimi’s coding model are said to have caused noticeable shock.
- The pressure is apparently reaching big players too: Anthropic’s June revenue growth slowed, and Fable 5 moved from limited access to permanent open availability.
- The writer sees this as a win for both Chinese and US founders, arguing that competition is what drives progress.
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