China has all but caught up. The US is not going to "win" the AI war

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• Argues the US has lost decisive advantage in AI and cannot “win” a zero-sum race against China; frames continued arms-race framing as a strategic dead end.
• Cites Moonshot.AI’s Kimi K3 as roughly on par with the best American models and freely downloadable, alongside GLM 5.2 and Alibaba’s Qwen — evidence he says triggered a US stock market dip.
• Notes this vindicates his January 2025 forecast that the US wouldn’t achieve decisive victory, that OpenAI/Anthropic would remain unprofitable, and that efficiency gains wouldn’t fix hallucination.
• Says the open-weight Chinese models undercut the OpenAI/Anthropic business model and threaten their planned IPOs.
• Practical takeaway: proposes a “CERN for AI” — an international body requiring model-makers to share weights, architectures, and training data with accredited researchers for humanitarian applications (medicine, science) rather than pursuing a cold war footing.