Ben Thompson proposes that the U.S. should enact legislation to clarify data collection for AI training as fair use and prohibit terms of service that forbid model distillation. This move aims to bolster U.S. open models against Chinese competition. Thompson suggests Alibaba's release of Qwen 3.8 Max, an open-weights model, may have been influenced by Chinese President Xi Jinping's call for open-source collaboration. The discussion also touches on the economics of AI, differentiating between R&D costs and the significant inference costs (COGS) associated with serving models like Kimi K3. AI
IMPACT Proposes policy changes that could impact AI development and competition, while highlighting the economic realities of inference costs.
RANK_REASON The cluster discusses policy proposals and economic theories related to AI models, rather than a direct release or event.
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- fable
- Jensen Huang
- Kellogg School of Management
- Kimi k3
- X
- Alibaba Group
- Ben Thompson
- GPT-5.6
- Luna
- qwen-3.7-max
- Qwen 3.8 Max
- Sol
- sqlite-utils 4.0
- Xi Jinping
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