geopolitics

On July 17, Xi Jinping used his first WAIC keynote to make open-source AI a matter of Chinese foreign policy, a global public good pitched to the Global South against Washington's gate, and the propaganda reflex misses that the models are real and shipped the same fortnight.

In one mid-June week, Dream raised $260M, Sarvam $234M, Odyssey $310M and General Intuition ~$300M under the 'sovereign AI' label, which the export-control shutoff turned into a procurement requirement even as it hides two very different bets.