US-China closed AI gap narrows to 3-4 months, author warns China won't slow down
sahilypatel · x · 2026-09-13
- The author argues China won't slow down, citing existing leads: drones (DJI), robots (Unitree), EVs (BYD), telecom (Huawei), batteries (CATL, BYD, Gotion), and open-source AI (Alibaba, Moonshot, Z.ai, DeepSeek).
- On closed frontier models, China's lag shrank from two years, to one year, to six months, and now roughly 3-4 months. If the US slows down, China could catch up in closed-source AI within months. "Kinda scary tbh."
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