20VC with Harry Stebbings
Frontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal
73 min read
## At-a-Glance
- Verdict: Watch fully
- Core thesis: Cheap, near-frontier Chinese open-weight models are accelerating model commoditization, making routing, trusted inference, domain-specific tuning, and AI infrastructur…
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