Why Chinese Labs Embrace Open Weights: Is the Real Moat Data, Not Models?

caliberprot · reddit · 2026-09-28

A Reddit discussion on why Chinese AI labs are far more willing to release open-weight models while major US labs keep everything closed. The poster's theory: Chinese labs may not believe the weights themselves are the real moat in the AI race.

Alternative explanations raised: the actual moat might be specialized training data or evals — notably, some expert training data comes from US firms like Mercor and SurgeAI — or simply cultural differences. The thread weighs whether weights, data, or evals form the true competitive barrier.

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