DoorDash, Siemens, Airbnb shift to cheap Chinese open-weight models
carlbfrey · x · 2026-09-16
- Firms like DoorDash, Siemens and Airbnb have begun using much cheaper open-weight Chinese models.
- In one case, closed-weight proprietary models handled 60% of queries at the start of the year; the latest share is just a quarter.
- The author argues this will pressure US frontier labs' ability to monetize AI.
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