Sequoia Argues America Faces an Open-Model Paradox
Sequoia Capital·medium signal
Sequoia published an essay on the strategic bind facing US labs: closed frontier models preserve commercial advantage while Chinese open-weight releases capture developer mindshare and downstream ecosystem lock-in. It lands the same week as the Kimi K3 distillation allegations and the UK AISI cyber assessment, both of which turn on open weights. Read alongside Stratechery's July 20 week-in-review, which covers Chinese models and frontier futures from a different angle.