Sequoia Partner @DeanMeyerrr says there are two major risks to relying on a Chinese open-source ecosystem: dependency and security. "The first risk is dependency. The framing we have at Sequoia is we're only as good as our next investment. In some sense, the analogy is you're only as good as your next model. So as long as you're dependent on the Chinese to give you the next model, you're in a weird position where you have this dependency." "The other thing is just the risk of backdoors. It's an NP-hard problem to know if there is a backdoor in a model that we know. So it's impossible to verify." "The state of AI security today is very similar to the early days of the Internet when Wi-Fi encryption was publicly broken and no one did anything. I don't even think we're at that moment yet." "It's going to get really bad if we don't better understand how to secure these things and build our own independent ecosystem."