American and European enterprises will ditch OpenAI and anthropic and adopt Chinese models. Here’s why: 1. They can host Chinese models under their own GPUs so it’s still compliant and they would argue they have more control. 2. they will post train with their own data on top of Chinese models. That’s how they build data moat. 3. They will not trust anthropic who will retain their data at any time for “safety” concerns like how they did with Fable and then try to build the same thing like how anthropic did with healthcare and legal. 4. They need to justify their AI spend and ROI. The cure is a reliable America open source model but there is none. After all, if giving away all your data and AI control at the mercy of anthropic and OpenAI means you care about safety and compliance, you are outright stupid.