Why OpenAI and Anthropic Won't Decide the US-China AI Race

Key Info

In the US-China AI contest, OpenAI and Anthropic are not the decisive players because they are positioned differently; building stronger proprietary models alone won't hurt China. The real competitor would need to be American, open source, and have enough compute to serve inference at scale.

Highlights

• OpenAI and Anthropic's positioning means they don't directly counter China's AI progress.
• Better closed models alone won't shift the geopolitical balance.
• A meaningful challenger would be an American, open-source model backed by enough compute for large-scale inference.