Harrison Zhu
17 posts






The last time a Chinese lab open-sourced something this big, Nvidia lost $600 billion in a single day. It's happening again. DeepSeek panicked Silicon Valley in January. Crashed Nvidia's stock $600B in one day. Made Sam Altman rewrite his entire business plan. Now there's a second one. Kimi just made AI notably cheaper to run. Open-sourced it. Put it out for free. Meanwhile OpenAI is asking people to pay $200 a month to use a model that already feels behind the curve. Two Chinese labs. Both open source. Both doing more with less. Both giving away for free what American companies charge billions for. The AI race isn't US vs China anymore... It's closed vs open. And closed is losing. And the wildest part? Nobody in Silicon Valley will quote tweet this.. Because admitting a Chinese lab just moved the field forward for free destroys the entire "we need $10B to build AGI" fundraising pitch.













