I do agree that Chinese open-source models are going to play a bigger and bigger role in the entire ecosystem moving forward, but I don't agree with you in the sense that they are going to eventually "win."

Just because they are cheapp doesn't mean they automatically win. You've picked a lot of great examples, but there is still a little bit of cherry-picking.

One clear outlier is the iPhone, which coexists with Android globally. Even though the iPhone is the leader in the US, and globally Android has the majority of the smartphone market share, they still cater to different price points and different ecosystems, and generally the iPhone has better margins.

i believe American frontier models like from Anthropic and OpenAI are still going to thrive, and coexist with Chinese models. They are just going to cater to different customers and different use cases.

You dont flash an llm model on the street as status symbol.

Yeah, iPhones are just fashion statements in the US. Different than LLMs