Thank you, Xi: Cheap Chinese AI may be the best thing to happen to American tech companies.

TL;DR

Open-weight AI models from Chinese companies offer near-American performance at a lower cost.
Software companies can download, customize, and run these models on their own infrastructure.
This reduces reliance on expensive, closed-source AI providers.
The availability of cheaper AI models improves profit margins for software companies.
Companies can mix and match models, gaining more control and potentially creating their own AI.
A rebound in enterprise software stocks has been observed following the release of new Chinese models.
Startups benefit significantly as free models lower the cost of building AI products.
The value is shifting from the AI model itself to the software built around it.

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