OpenAI’s Sora is dead. Google and Runway trail. In AI video, China no longer competes with Silicon Valley — only with itself. And the Seedance-vs-MiniMax split reveals the entire Chinese playbook in one field.
The US lead over China in AI is “all but gone” — and the threat was never one model. It’s that China built a whole ecosystem that produces world-class AI on demand. You can’t sanction an ecosystem.
America’s own China commission just confirmed everything watchchina.ai has argued all summer: the chip war targets only half of China’s advantage — and not the durable half. When your adversary’s own analysts say your strategy is wrong, the debate is over.