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Silicon Valley’s Other China Problem: It’s Training Their AI The same Silicon Valley startups supplying OpenAI, Anthropic and the U.S. government are also selling AI training datasets to Chinese labs building cheaper models that rival their American customers.

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Four American firms, Surge AI, Mercor, AfterQuery and Turing are turning the expertise of U.S. coders, physicians, lawyers, engineers and scientists into the training data that gives leading AI models their edge. If any of these companies are supplying the CCP or the Chinese military with the SAME sensitive data while also bidding for U.S. Army or Pentagon contracts, they should be disqualified. Why should China get access to the same American expertise and datasets being used to train our own AI? Washington’s inaction is allowing the CCP to gain access to the American expertise that gives our AI systems their strategic edge. I hope the Trump administration is keeping an eye on this.
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Four American firms, Surge AI, Mercor, AfterQuery and Turing are turning the expertise of U.S. coders, physicians, lawyers, engineers and scientists into the training data that gives leading AI models their edge. If any of these companies are supplying the CCP or the Chinese military with the SAME sensitive data while also bidding for U.S. Army or Pentagon contracts, they should be disqualified. Why should China get access to the same American expertise and datasets being used to train our own AI? Washington’s inaction is allowing the CCP to gain access to the American expertise that gives our AI systems their strategic edge. I hope the Trump administration is keeping an eye on this.

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Accused Of Copying U.S. AI, Chinese Founders Mint Billions OpenAI and Anthropic allege improper distillation of their models. Investors have pushed Chinese AI valuations sky-high anyway—raising a harder question about pricing power. Read more:
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Ian Bremmer just said what few in Silicon Valley dare to admit: The US isn’t competing with China in AI, it’s competing against itself, powered by fear, funded by hype. Silicon Valley needs a villain to sell a vision. China became that windmill. But this AGI crusade isn’t against Beijing, it’s against human limits. And it’s losing. While Silicon Valley races toward “god-like” AI, China is building machines that work. One seeks transcendence, the other, continuity. Only one will survive its own mythology. In the end, America isn’t racing China to build AGI, it’s racing itself to self-destruction.

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🔥 PALANTIR CEO: OPENAI AND ANTHROPIC HAVE “IRRESPONSIBLY OVERSOLD” AI Alex Karp said major AI firms have “completely, irresponsibly oversold” their models to businesses. He said companies are “paying for tokens that create no value” while handing valuable data and IP to the same frontier labs. When CNBC said he sounded angry, Karp replied: “This is the voice of American business that is being channeled through me.” The comments came during a heated CNBC interview where Karp also attacked US reliance on OpenAI and Anthropic for national security AI.
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This is the moment Chinese AI beat American AI. One of the largest public crypto companies in the world just DUMPED OpenAI and Anthropic. Coinbase switched to open-weight Chinese models from Zhipu and DeepSeek, and shaved nearly 50% off the company's internal AI spending. The numbers are absolutely ridiculous: Running the same enterprise workload through Anthropic's Claude costs $4,811. Running it through Zhipu's GLM 5.2 costs $544. That's a 9x price difference for equivalent output. OpenAI's GPT-5.5 sits in the middle at $3,357. DeepSeek's V4 lands at $1,071. Moonshot's Kimi at $948. On the actual benchmarks: Zhipu's GLM 5.2 scored 62.1 on SWE-bench Pro, the gold standard for coding. OpenAI's GPT-5.5 scored 58.6. One AI researcher called GLM 5.2 "at least as good as Opus 4.8 and GPT 5.5." Another called it "the first open model that can really compete with closed-source systems." The Chinese models are not just cheaper but they are now also beating American models on the benchmarks American companies pay $4,811 per workload for. Coinbase did the math first and reacted - more companies will certainly follow. Now watch what happens to the IPO timeline: Anthropic confidentially filed for an IPO targeting October at a $965 billion valuation. OpenAI followed days later with its own confidential filing. Both companies built their financial models on the assumption that they could keep charging enterprise prices that are 9 to 33x what Chinese competitors charge for the same task. Brian Armstrong publicly proved customers WILL leave. 45% of companies are now spending over $100,000 per month on AI, up from 20% last year. Every one of those customers is one quarterly budget review away from dumping American AI. OpenAI has reportedly already started preparing major token price cuts. Anthropic is expected to follow. And here's the thing... The export controls were supposed to CRUSH Chinese AI. The US government banned American AI chips, restricted model weights, blacklisted Alibaba and Baidu as Chinese military companies, and just banned Anthropic's flagship model from every foreign national on the planet. The entire premise of the American AI valuation bubble is that Washington can keep China two generations behind. But Chinese labs responded by building cheaper, more efficient models on inferior hardware and pricing them at one ninth the cost of the American alternative. And now American companies are voting with their checkbooks. The dominant American labs are valued at nearly $2 trillion combined on the assumption that their pricing power is durable. Coinbase proved it is not, and every customer doing a year-end budget review will be looking at the same math. For investors, the question here is what happens to the Anthropic IPO at $965 billion when the company is being forced to cut prices to defend share against open-weight Chinese models that score higher on the benchmarks. For everyone else, the bigger question is what happens when Washington spent four years and billions of dollars trying to contain Chinese AI, and the only thing that actually shifted in the end was American customers.

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SITUATION EXPLAINED: American AI labs are worth ~$1T each. Chinese AI labs are worth tens of billions. What explains the gap? • Moonshot AI (Kimi) raising $2B at $30B, its third financing in six months • OpenAI and Anthropic: both around $1T • DeepSeek and Moonshot: tens of billions... one to two orders of magnitude smaller • DeepSeek rumored at ~$200M ARR • Chinese models don't compete on capability, they compete on price Theo Jaffee: "Markets are probably pricing in OpenAI and Anthropic kicking off recursive self-improvement first. The niche of DeepSeek and Moonshot is not that they're better... it's that they're much, much cheaper. Which is good for enterprise applications. But it's not as good for kicking off the singularity."
1:55

SITUATION EXPLAINED: American AI labs are worth ~$1T each. Chinese AI labs are worth tens of billions. What explains the gap? • Moonshot AI (Kimi) raising $2B at $30B, its third financing in six months • OpenAI and Anthropic: both around $1T • DeepSeek and Moonshot: tens of billions... one to two orders of magnitude smaller • DeepSeek rumored at ~$200M ARR • Chinese models don't compete on capability, they compete on price Theo Jaffee: "Markets are probably pricing in OpenAI and Anthropic kicking off recursive self-improvement first. The niche of DeepSeek and Moonshot is not that they're better... it's that they're much, much cheaper. Which is good for enterprise applications. But it's not as good for kicking off the singularity."

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China will crash the US stock market this year. They're dumping SOTA open-source models on the US, nearly as good as the frontier labs, basically free. Nobody can refuse cutting a $100M AI bill down to $5M. Once that deal is on the table for everyone, Anthropic and OpenAI can't justify their prices, or their valuations. The bubble isn't AI. It's the price of AI. And it's about to pop.
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China will crash the US stock market this year. They're dumping SOTA open-source models on the US, nearly as good as the frontier labs, basically free. Nobody can refuse cutting a $100M AI bill down to $5M. Once that deal is on the table for everyone, Anthropic and OpenAI can't justify their prices, or their valuations. The bubble isn't AI. It's the price of AI. And it's about to pop.

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The news that DeepSeek can build AI that’s just as good as ChatGPT, at a fraction of the cost, has Wall Street and Silicon Valley in panic mode. US tech giants are no longer the guaranteed winners in the AI race, says Parmy Olson. And it’s their own fault 🎥

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