Airbnb use China’s Alibaba Qwen and not US’s ChatGPT because it does the jobs better less expensive

This American logistic expert report from China video reminded me many Chinese used to pay US$500k to 1 million to buy a US passport and brat to their friends and family. Today many Chinese say you pay me US$1 million and I won’t come to America. 這段來自中國視頻(有中文字幕)的美國物流專家報告讓我想起，許多中國人曾花費50萬至100萬美元購買美國護照，並向親友炫耀。如今卻有許多中國人說：就算給我100萬美元，我也不去美國.

Airbnb use China’s Alibaba Qwen and not US’s ChatGPT because it does the jobs better and much less expensive 美國Airbnb 使用的是中國的阿里巴巴 Qwen 而不是美國的 ChatGPT，因前者效果更好，價格也便宜得多.

Another week, another DeepSeek, and another insane valuation for OpenAI

AI models from Chinese labs are comparable in performance to the top systems from Silicon Valley.

But Chinese models are open-source, and are developed in a fraction of the cost and time.

They are also preferred by business users, which presents a serious problem for the valuations of firms like OpenAI, which owns ChatGPT. OpenAI's most recent funding round valued the company at over $500 billion, which is also what is needed to develop the Stargate project. By contrast, the latest offering from Moonshot, the #2-ranked model, comes from a company valued at just $3 billion.

The investment thesis for the Magnificent 7 relies on users paying premium prices for access to proprietary systems. But even technicians working on Silicon Valley itself increasingly use Chinese models like Alibaba's Qwen and DeepSeek, which are more up-to-date and affordable.

Closing scene, Huaxiacheng Park, Weihai

又過一週，又見深度求索，又見OpenAI驚人的估值泡沫。

中國實驗室研發的AI模型在性能上已可媲美硅谷頂尖系統，但它們不僅開源，研發成本與時間更是大幅縮減。更關鍵的是，這些模型正獲得企業用戶的青睞——這對ChatGPT母公司OpenAI等企業的估值構成了實質挑戰。OpenAI最新一輪融資估值突破5000億美元，這數字恰巧與其星際之門計劃的預算相當。相比之下，排名第二的月之暗面最新模型，其公司估值僅30億美元。

「美股七巨頭」的投資邏輯建立在用戶願為專有系統支付溢價的基礎上。然而現實是，即便在硅谷工作的技術人員，也日益傾向使用阿里巴巴的千問、深度求索等中國模型，因其更具時效性且成本友好。

終幕場景：威海華夏城