Everyone thinks OpenAI and Google are winning the AI war. They are wrong.

Everyone thinks OpenAI and Google are winning the AI war. They are wrong. The apps you use every day are running on Chinese open-source AI. And almost nobody's talking about it. Cursor's code editor runs on Kimi K2.5. Shopify switched to Alibaba's Qwen and saved $5 million a year. Airbnb CEO Brian Chesky said publicly: "We rely a lot on Qwen. It's very good, fast, and cheap." Cognition's SWE-1.6 is likely post-trained on Zhipu's GLM. Zhipu just dropped GLM-5.1, an open source model that benchmarks near Claude Opus on coding tasks. Meanwhile, the headlines keep running the same story: OpenAI vs. Anthropic vs. Google. American labs are winning. The US dominates AI. But what's ACTUALLY deployed in production? Chinese open source. These companies are using Kimi and Qwen because they're fast, cheap, and accurate enough for their specific tasks. 90-95% of real-world tasks don't need frontier models. They don't need GPT-5 or Claude Opus. They need something fast, reliable, and cheap. Chinese open source is winning that category right now. Now zoom out further. There's a deeper war underneath all of this. And it's not about models. It's about POWER. Data centers need enormous amounts of electricity. The US is already running out. Some data centers are running off jet engines right now. That's not a sustainable path. China? China pivoted hard to renewables. They now have MASSIVE surpluses of cheap electricity. Cheap energy means cheap compute. Cheap compute means cheaper models. And cheaper models means Chinese open source wins more categories over time. We still think this is a software war. It's actually an energy war. China is decades ahead.