China was forced into open-sourcing AI because the US prohibited chip sales to China, preventing the closed-model strategy that requires ever-larger compute and capital spending. This forced workaround—having global software developers improve the product—contradicts China's historical preference for throwing money at problems.

causalpending

Speaker

Louis Gavelkal

Evidence Quote

China did not have the option of doing the closed one because the closed one needs ever more compute and it needs ever bigger capital spending...The only workaround was to open source it.

Source

Louis-Vincent Gave: Inside China's Plan to Kill the Dollar's DominanceRiskReversal Media
Created: 8/12/2026, 6:20:13 PM

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