Alice Han

Happy Year of the Fire Horse.

Well, Ed, it's definitely true that Chinese AI has bolted from the stables, to borrow a horse metaphor.

And as you rightly say, we've got a couple of models that have just come out.

Zipo's GLM.

We've also got Quen, the new Quen 5 Max model that's come out.

We've also got new AI video generation models that

that have taken Hollywood, I think, by huge surprise and shock and consternation.

But generally, when I look at the models, and I've been using them in the last few days, what's clear to me is that they have improved.

They are faster.

They are more cost effective if you obviously compare them to the closed proprietor models offered by

OpenAI, as well as by Claude, for instance.

But really, my frustration with this debate is that it's apples to oranges.

People are going to use the Chinese models differently.

I think the fact that Brian Chesky, the Airbnb CEO, says outright a couple months ago that a lot of his engineers are using this for agentic chatbots.

because it's cheaper and faster, seems to suggest that the use cases for this are very different, the Chinese models that is, than the American closed models.

Firstly, a lot of engineers and just everyday people are using and experimenting with the Chinese models.

Quinn, for instance, they're downloading them locally, fine-tuning them and using them for their particular use cases, any kind of projects that they may be involved in.

It's got improved privacy because they're downloading it locally.

It's cheaper, often 10 to 20 times cheaper than what's offered by OpenAI and Claude.

So really, they're using this very differently from, say, potentially you and me, Ed.