AI China's open-weights AI strategy is winning: its companies are taking the lead. America's closed-first, locked-down strategy is doomed to failure - and it could take the US economy down with it. Link: China delivers a one-two punch to America’s AI dominance, by Robert Hart in The VergeAI models, as a product in themselves, have very little moat beyond what amounts to brand loyalty and superficial switching costs. Instead, the moat is in the enterprise services that sit around them: the deals ...