Gary Marcus: China has all but caught up — the US won't 'win' the AI war, here's what to do instead

中国AI几乎追平美国，Kimi K3开源模型引发市场震荡

Gary Marcus argues that Moonshot.AI's newly released Kimi K3 open-weight model matches the best US models and can be downloaded to run locally for free, calling the business models of OpenAI and Anthropic into question. He revisits his January 2025 predictions — no technical moat, CHIPS Act backfire, persistent hallucinations — and says they have largely played out. The post then walks through seven policy options for the Trump administration (do nothing, ban open source, build a regulatory moat, bail out labs, etc.), rejecting most as ineffective or protectionist, and ends with an unspecified wild-card idea the body does not detail.

Why it matters: Following Moonshot.AI's Kimi K3 release, Gary Marcus argues China has caught up with the US in AI, discussing the impact on US business models. The piece comes from a well-known commentator with a sharp thesis involving a major Chinese lab. The deduction is because it's commen...