Analyst says Chinese AI firms now outpace U.S. rivals in combined research capacity

birchlse · x · 2026-08-04

The poster argues that Chinese AI companies now have stronger combined research capacity than American ones.

Their reasoning: distillation, jagged progress, and fast-following reduce the usual “first-mover” advantage, while the compute, spending, and headcount gaps are so large that Chinese firms “should” still be further behind. The quoted result is a Vals Index ranking that places Qwen 3.8 Max #2 among open-weight models and #10 overall.

Related event: Researcher Claims China's AI R&D Capabilities Have Surpassed the US(3 posts)→

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