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20VC
The Twenty Minute VC interviews leading venture capitalists and company founders, hosted by Harry Stebbings.
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Frontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal
Kimi and Qwen are accelerating open-weight competition: China-created models already drive half of OpenRouter traffic, while Kimi K3 requires frontier-scale compute.A blanket US ban is “massive overkill,” but data-export concerns could bring tighter restrictions and pressure OpenAI and Anthropic growth within one to two years.OpenRouter’s routing layer is becoming embedded infrastructure, making a sale before commoditization a live strategic question.
Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253
DeepSeek’s real breakthrough was fully automated verifiable-reward RL, while its $6M training figure excludes substantial distillation or scraping costs.Ross argues LLMs are now commoditized with no switching cost, pushing OpenAI toward open source while inference—not training—could reach 95% of compute spending.That expands the Nvidia opportunity through Jevons paradox, but CCP data access and cloud-based GPU workarounds leave export controls unresolved.