American Open-Source Labs Think They Can Beat China’s Best AI Startups
Chinese open-source models dominate. Now American startups are mounting a direct challenge—and they might actually have a shot.

Why it matters
The open-source AI arms race is shifting geographically. American labs (Thinking Machines, Reflection AI, Poolside) are competing head-to-head with Chinese leaders (Kimi, DeepSeek) on model capability and adoption—a strategic inflection point for which ecosystem controls the commodity AI layer.
The key facts
4 to knowChinese open-source models (Kimi, DeepSeek) currently dominant
American competitors: Thinking Machines, Reflection AI, Poolside
Geographic shift in open-source AI competition
Competition framed as capability/adoption race, not just geopolitical positioning
Go to the source
Forbes Innovationforbes.com
Publisher excerpt: Chinese open-source models like Kimi and Deepseek are now dominant AI tools. American startups like Thinking Machines, Reflection AI and now Poolside are trying to challenge that.