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@cdarwin@c.im2026-05-22 17:37:19
Chinese AI labs like DeepSeek are matching American frontier capability at a fraction of the cost,
and a wave of American and European challengers are building toward the same price point.
Adoption is already shifting, with Chinese models taking a growing share of enterprise AI traffic.
That’s a problem for OpenAI and Anthropic, which are pitching IPO investors on a premium moat that’s eroding fastest in the enterprise segments they need to dominate
