Jamin Ball Asks 'Where Are the American Open Source Models?'

Clouded Judgement·medium signal

In Clouded Judgement 6.5.26, cloud-software analyst Jamin Ball examines the conspicuous absence of competitive U.S. open-weight models as Chinese labs (DeepSeek, Qwen, GLM) dominate the open-source frontier. The piece frames the strategic and commercial implications for American AI infrastructure companies. Useful market context for builders weighing open vs. closed model bets.