there's few company oriented around open-source models more than us but this thing where companies are posting "data" showing open-source overtaking frontier is complete nonsense 1. most see so little traffic they make sure they only share %s and never real numbers so they can seem bigger than they are 2. no router has any real reason to see 99% of frontier traffic they're all just trying to capture mindshare like they're on the cutting edge of something big happening

America is still heavily oriented around LLMs, coding, agents, and enterprise software, while China is rapidly scaling AI video, connecting video models to robotics, autonomous driving, and “world model” research. One estimate suggests that video generation may account for around 70% of China’s AI token consumption.