La IA china acaba de romper el negocio de Claude y ChatGPT

Coinbase cuts its AI spending by 50% using Chinese models. I analyze what this means for OpenAI, Anthropic, and the future of open-source models. Articles analyzed: • Coinbase cuts AI spending by 50% with self-hosted Chinese open-source models: https://www.techtimes.com/articles/31... • Brian Armstrong explains how Coinbase reduced its AI spending: https://x.com/brian_armstrong/status/... • Warning about a possible ban on open-source AI models: https://x.com/jpschroeder/status/2070... • Dario Amodei testifies before the Senate on AI risks and regulations: https://www.youtube.com/live/WeVZlfSJ... • Explanation of why an open-source AI ban could apply: https://x.com/jpschroeder/status/2070... • White House memorandum on protecting US AI models: https://whitehouse.gov/wp-content/upl... • Anthropic accuses Alibaba of illicit access to its AI models: https://www.cnbc.com/video/2026/06/24... • Anthropic CEO warns about the dangers of open-source AI: https://x.com/coinbureau/status/20713... • Critique of Dario Amodei's vision on open source: https://x.com/Hesamation/status/20713... • Regular Hugging Face would be enough to limit open source: https://x.com/Hesamation/status/20710... • Leaked Microsoft documents against open source software: http://www.catb.org/~esr/halloween/ • Site that argues that open source AI should win: https://opensourceaimustwin.com/ • Thoughts of former Microsoft CEO: https://www.linux.com/news/microsofts... Video markers: 00:00 Coinbase reduces its spending by 50% on AI 02:43 Do they want to ban open-source AI? 05:32 Anthropic accuses of mass distillation 07:24 The fear that AI won't be profitable 08:13 Dario Amodei against open models 13:01 GLM 5.2 threatens closed models 17:05 Why open-source AI must win