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Chinese Open-Source AI: A Global Shift

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Created November 20, 2025

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These days, when entrepreneurs pitch at Andreessen Horowitz, a major Silicon

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Valley venture-capital firm, there's a high chance their startups are running on Chinese

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models. I'd say there's an 80% chance they're using a Chinese open-source model,

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notes Martin Casado, a partner at a16z. If the AI bubble is going to burst, you've got to wonder

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how many of today's AI stars like OpenAI will survive it. Are they already yesterday's people,

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and the future is leaner, cheaper, and built on free open-source AI?

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If 80% of new American start-ups are choosing Chinese open-source, you can bet that figure rises to

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near 100% for the rest of the world. Silicon Valley thought they were soon going to get an AI unicorn,

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