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China's open-weight AI revolution just hit the revenue wall. Goldman Sachs analysts warn that Chinese developers like Moonshot AI and Zhipu AI will soon shift from free open-source distribution to "paid weights" commercial licensing. After Kimi K3 rattled Silicon Valley by matching US frontier performance at a fraction of the cost, Beijing is now exploring how to monetize its global dominance through inference fees—a move that could reshape the entire open AI economics model...
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