Already we are seeing Chinese companies take a different approach to AI development from OpenAI, Meta, and Tesla. Rather than building a moat protected by high Capex investment, proprietary software and high profit margin, DeepSeek, Alibaba, Unitree and BYD are developing an ecosystem through open sourcing, engineering optimization, and free/low-cost software. The goal is to drive quick adoption, scale and fast iteration, thus achieving long term market share gains.
