看中国怎么用开源打了一场翻身仗：从落后到逼近前沿，再到考虑限制，数据很硬核。
中国在AI模型落后时采取开源策略，通过Qwen、DeepSeek、GLM等开源模型推动模型层商品化，美国企业每周路由超30%的AI token（一年前仅11%）。目前中国模型水平距美国前沿仅差6-9个月，而非过去数年。本周报道称北京首次讨论限制海外访问其最佳模型，原因是认为即将成为领先者。
China gave its models away when it was behind. Qwen, DeepSeek, GLM. All were open. The strategy was...
China gave its models away when it was behind. Qwen, DeepSeek, GLM. All were open. The strategy was to commoditize the model layer so US labs can't charge premium prices. It worked. US companies now route over 30% of their AI tokens through Chinese models every week (a year ago that was 11%). Now Chinese models are roughly 6 to 9 months behind the US frontier instead of years. And this week it's reported that Beijing is discussing restricting overseas access to its best models for the first time. The logic is pretty simple. You give the model away when you're second. You restrict it when you think you're about to be first. Ethan Mollick @emollick This is a key reason I don’t expect the flow of frontier open weights models to continue indefinitely, or even for very much longer. reuters.com/world/beijing-… 🔗 View Quoted Tweet 💬 3 🔄 2 ❤️ 15 👀 5566 📊 5 ⚡