Chinese AI labs have moved fast and they’re taking real share.
In just a year, nearly half of developer traffic that once went to ChatGPT and Claude is now flowing to Chinese players. Analysts estimate that around 45% of requests are heading toward companies like MiniMax, Zhipu, and Moonshot.
The driver isn’t mystery, it’s economics.
Chinese models are reportedly 10–20x cheaper than many Western alternatives. And for a large portion of use cases, developers say the performance gap is small enough to justify the switch.
It’s a familiar playbook: enter an established category, aggressively optimize for cost, narrow the quality gap, and scale distribution fast. When price-performance becomes “good enough,” market share can move quickly.
In AI, as in many industries before it, cost efficiency is becoming a weapon.
@aipost
In just a year, nearly half of developer traffic that once went to ChatGPT and Claude is now flowing to Chinese players. Analysts estimate that around 45% of requests are heading toward companies like MiniMax, Zhipu, and Moonshot.
The driver isn’t mystery, it’s economics.
Chinese models are reportedly 10–20x cheaper than many Western alternatives. And for a large portion of use cases, developers say the performance gap is small enough to justify the switch.
It’s a familiar playbook: enter an established category, aggressively optimize for cost, narrow the quality gap, and scale distribution fast. When price-performance becomes “good enough,” market share can move quickly.
In AI, as in many industries before it, cost efficiency is becoming a weapon.
@aipost
馃搱 Chinese AI labs have moved fast and they’re taking real share.
In just a year, nearly half of developer traffic that once went to ChatGPT and Claude is now flowing to Chinese players. Analysts estimate that around 45% of requests are heading toward companies like MiniMax, Zhipu, and Moonshot.
The driver isn’t mystery, it’s economics.
Chinese models are reportedly 10–20x cheaper than many Western alternatives. And for a large portion of use cases, developers say the performance gap is small enough to justify the switch.
It’s a familiar playbook: enter an established category, aggressively optimize for cost, narrow the quality gap, and scale distribution fast. When price-performance becomes “good enough,” market share can move quickly.
In AI, as in many industries before it, cost efficiency is becoming a weapon.
@aipost 馃彺
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