Executive Summary
Sourcegraph CTO Beyang Liu reveals a critical strategic vulnerability: American AI application builders are increasingly dependent on Chinese open source models because US policy has created a competitive disadvantage in open weight model development. Liu's company, which built the top-performing coding agent on merge rate benchmarks, uses Chinese models (Kimi K2, Qwen, GLM) for production workloads because they outperform US alternatives in agentic tool use. This isn't ideological—it's practica...
Key Investment Opportunity
US Open Source Model Development
Policy reform enabling competitive US open source models could recapture application layer dependencies before Chinese models become entrenched
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