Wanted to share some words about Chinese AI models from an ex-colleague in London from the age of Lehman Brothers, and the real moat for OpenAI and Anthropic may be that most people are unaware that Deepseek/Kimi/Qwen exist… 每每看到国内AI的进展和评价总是会由衷感叹，即使今天a股腥风血雨（也是又为DeepSeek作出贡献了 ）；而上游国产替代行则将至。