Except it absolutely operates as a monolith on corporate issues, and just because the Chinese government is able to throw trillions of dollars at problems doesn’t mean their innovations, when they rarely discover them, are fit for economic viability.

DeepSeek is proof there isn’t a moat, not a demonstration of Chinese superiority in AI work. When you don’t care if your work makes any business sense, there’s often a lot you can appear to accomplish, until it needs to be sustained.