SentinelOne is mentioned as a company that has been switching to cheaper Chinese AI models, but no specific investment thesis is provided.
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The reel discusses the evolving AI landscape, highlighting new Chinese LLMs like Kimi K3 and Qwen 3.8 that...
Jul 25, 2026
The reel discusses the evolving AI landscape, highlighting new Chinese LLMs like Kimi K3 and Qwen 3.8 that are challenging established players like OpenAI and Anthropic due to their cost-efficiency and open-source nature. It suggests a bearish outlook for the model layer of AI but bullish for the infrastructure layer, identifying specific companies in memory, networking, and cloud infrastructure that may benefit from this shift.
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Microsoft is listed as a US company that has been switching to cheaper Chinese AI models, but no specific investment thesis is provided.
Shopify is listed as a US company that has been switching to cheaper Chinese AI models, but no specific investment thesis is provided.
Airbnb is listed as a US company that has been switching to cheaper Chinese AI models, but no specific investment thesis is provided.
Uber is listed as a US company that has been switching to cheaper Chinese AI models, but no specific investment thesis is provided.
Coinbase is listed as a US company that has been switching to cheaper Chinese AI models, but no specific investment thesis is provided.
Alibaba is mentioned as the owner of Qwen, a new Chinese LLM that is challenging established AI models, but no direct investment recommendation is made.
Cloudflare is a cloud infrastructure provider that stands to benefit from the AI infrastructure build-out.
Digital Ocean is a cloud infrastructure provider that stands to benefit from the AI infrastructure build-out.
Marvell is a networking company positioned to benefit from the infrastructure needs of AI.
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