AI 2026-09-06· michaelparekh.substack.com
AI Tech Wave Takes: Examining US-China Dynamics and Open Source
This analysis delves into the nuances of the AI tech wave, asserting that the relationship between the US and China is not solely a race but also involves significant interdependencies. The author, drawing on decades of tech analysis, highlights how US companies often build on Chinese open-source AI models and critiques the idea of 'balkanizing' the AI stack. The piece emphasizes the importance of open source for global AI advancement.
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