Open-weight AI has gone geopolitical, and the US is playing catch-up
The open-weight AI debate has outgrown "AI's Linux moment." By 2026 it is a geopolitical contest: America still owns frontier models, but China now sets the pace in the open-weight ecosystem. A Bessemer VC argues the players with the strongest incentives to keep American open models competitive are NVIDIA, Meta and app-layer platforms, not the frontier labs.