American AI is locked down and proprietary. It's losing.

Open technologies can be used permissionlessly and therefore can be at the center of more innovation. You can host them where you want, experiment with them, alter them, and tweak to fit your use case. Open weights models are not open source, but they are portable and permissionless.

America’s closed-first, locked-down strategy is doomed to failure - and it could take the US economy down with it.

AI models, as a product in themselves, have very little moat beyond what amounts to brand loyalty and superficial switching costs. Instead, the moat is in the enterprise services that sit around them: the deals and contracts, connectivity with enterprise systems, and quality of life features in an enterprise context.