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   BrianKrebs (briankrebs@infosec.exchange)'s status on Saturday, 11-Jul-2026 00:38:18 JST BrianKrebs

   It doesn't take a genius to figure out that a lot of companies smarting from the increasing costs of AI tokens might start to look for cheaper alternatives, and that those alternatives increasingly are going to come from our adversaries.

   As we start to care more about our software supply chain risks, seems like it's also getting more challenging for organizations to understand the provenance of the AI code they are relying on. From a CNBC story about how lawmakers are trying to figure out how to curb the growing adoption of Chinese AI models by homegrown companies:

   "Cursor, which will be acquired by Elon Musk's SpaceX for $60 billion, built its Composer 2 model using Chinese AI model Kimi, which was developed by Moonshot AI."

   https://www.cnbc.com/2026/07/08/chinese-ai-models-probe-us-lawmakers.html

   • Kim Scheinberg repeated this.
   • Embed this notice
     BrianKrebs (briankrebs@infosec.exchange)'s status on Saturday, 11-Jul-2026 08:36:11 JST BrianKrebs

     in reply to

     What might end up mattering more than who gets to the "singularity" or quantum leap first is market share, and one thing we've seen reliably from China is they are very good at securing market share through govt subsidies and flooding the market with cheaper alternatives. The sticker shock that organizations investing in AI are now feeling is a result of AI companies finally charging something approximating their real costs to provide the service. Meanwhile, Chinese AI companies can continue to subsidize the cost of their tokens probably indefinitely.

   • Embed this notice
     numanumayey (breathoflife@infosec.exchange)'s status on Saturday, 11-Jul-2026 11:39:28 JST numanumayey

     in reply to

     • David Penfold :verified:

     @davep @briankrebs

     this, and also the renewable energy investment in solar panels, batteries and EVs.

     we see china investing in all this tech and then our own countries be like:

     Germany's parliament just decided that oil and gas for heating is fine. It's truly amazing how conservatives are trying to not conserve the environment.

     https://hachyderm.io/@thomasfuchs/116896270440706728

     no wonder this "china-maxxing" thing is taking off.

   • Embed this notice
     David Penfold :verified: (davep@infosec.exchange)'s status on Saturday, 11-Jul-2026 11:39:29 JST David Penfold :verified:

     in reply to

     @briankrebs Also, they're releasing open models which will work with local AI. This will totally undercut the OpenAI/Anthropic model.