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