Without Kimi, Z.ai and DeepSeek, OpenAI and Anthropic might have struck a secret 'détente'
doodlestein · x · 2026-10-24
doodlestein offers a big-picture take: without Kimi, Z.ai and DeepSeek hot on their heels with very strong open-weight models, Anthropic and OpenAI might have reached a mutually agreed slowdown to conserve capital ahead of IPOs — likely under the guise of 'pacing the frontier'. The post (with a WWI-style satire poster) highlights how Chinese open-weight models act as a real check on frontier labs' pacing.
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