China AI labs are pushing innovation hard while everyone else is just distilling existing models.
The gap is real. While Western labs are focused on making smaller, cheaper versions of GPT-4, Chinese teams are shipping new architectures and training paradigms.
This isn't about geopolitics - it's about who's actually building vs who's optimizing. Innovation creates moats. Distillation creates commodities.
Watch where the real R&D dollars are flowing. That's where the next cycle of AI alpha comes from.
The gap is real. While Western labs are focused on making smaller, cheaper versions of GPT-4, Chinese teams are shipping new architectures and training paradigms.
This isn't about geopolitics - it's about who's actually building vs who's optimizing. Innovation creates moats. Distillation creates commodities.
Watch where the real R&D dollars are flowing. That's where the next cycle of AI alpha comes from.