America Built AI China is Commoditizing It

I believe we have seen this before:Chinese EVs.

https://www.nytimes.com/2026/07/20/technology/china-us-ai-race.html

Chinese companies are offering artificial intelligence that is nearly as good as the leading U.S. technologies, but it’s still America’s race to lose.

In recent weeks, China has appeared to erode that sizable lead. The competition came into sharper focus last week when a Chinese start-up released a system nearly as powerful as the leading American technologies but costing a lot less.

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They must have learned a lot in Tesla’s Shanghai factory. :school:

The Captain

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What’s scary is that the Chinese record of quality and reliability improvement is much faster than what the Japenese did in the 70’s and 80’s.

intercst

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DeepSeek’s V4-Flash charges $0.14 per million input tokens and $0.28 per million output tokens, according to ‌research firm Artificial Analysis. A token ⁠is a unit of data used to measure AI usage.

San Francisco-based Artificial Analysis estimated V4-Flash’s average cost at 3 cents per test, compared with 86 cents for Kimi ⁠K3 from Chinese rival Moonshot AI, $1.86 for OpenAI’s GPT-5.6 Sol and $3.15 for Claude Fable 5.

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