#geopolitics
Wiki 4
- avkcode.github.io/blog avkcode's blog — AI industry analysis, geopolitical AI economics, infrastructure and hyperscaler dynamics
- From Open Source Software to Open Source Strategy Bill Gurley on open source as a corporate weapon, from Android and Kubernetes to autonomous vehicles and the fight over open-weight AI
- The US is winning the AI race where it matters most avkcode's argument that the US lead is commercialization, not papers — built on chips, power, hyperscalers, developer ecosystems, and data platforms working together
- US Scrutiny of Chinese Model Use House probes of Airbnb, Cursor and DoorDash over Chinese AI models, set against Western companies moving to Chinese open weights to cut costs
talks 1
- Nathan Lambert on China's AI Ecosystem and the Open Model Gap Lambert's 2025 recap of open models - Qwen overtaking Llama, a crowded Chinese field, and why the US needs funded, fully open models