AI Pioneer Sees Handful of Models Surviving US, China Shakeout
Chinese entrepreneur Kai-Fu Lee anticipates a significant shakeup within the AI model market, predicting that only a select few will ultimately succeed. Lee, a well-known investor and founder of 01.AI, shared his perspective on the evolving landscape during an interview with Bloomberg Television.
Lee anticipates that the Chinese market will be dominated by just three models: DeepSeek, Alibaba Group Holding Ltd., and ByteDance Ltd. According to Lee, the emergence of DeepSeek has already begun to disrupt existing AI development norms.
In the US, Lee suggests that four companies—xAI, OpenAI, Google, and Anthropic—will be among the leaders.
