As a Chinese user, I can say that many people use Kimi, even though I personally don’t use it much. China’s open-source strategy has many significant effects—not only because it aligns with the spirit of open source. For domestic Chinese companies, it also prevents startups from making reckless investments to develop mediocre models. Instead, everyone is pushed to start from a relatively high baseline. Of course, many small companies in the U.S., Japan, and Europe are also building on Qwen. Kimi is similar: before DeepSeek and others emerged, their model quality was pretty bad. Once the open-source strategy was set, these companies had no choice but to adjust their product lines and development approaches to improve their models.

Moreover, the ultimate competition between models will eventually become a competition over energy. China’s open-source models have major advantages in energy consumption, and China itself has a huge advantage in energy resources. They may not necessarily outperform the U.S., but they probably won’t fall too far behind either.