It's not losing yet but I think it will.

I use Gemini Pro (got it with my 5TB of Google storage) and for a while it seemed if Google had pulled the rug as I was running out of quota after only a few hours. That seems to have been dialled back a bit lately...

I also use Chatbot with Deepseek V4 Pro and GLM 5.2. However, GLM 5.2 seems to eat tokens like crazy as the context increases. Anyway, there isn't a meaningful enough difference between the two to be honest and Deepseek is pretty magical imo.

The point I want to make is that to me it seems clear that China is totally undermining the West with AI. I'm fine with it tbh. As long as more and more AI is released into the wild, rather than locked behind massive token farms like OpenAI then I'll be happy. Don't get me wrong, I can't run Deepseek on my computer at home but someone can!

The US (and the west) has invested trillions at this point into datacenters, chips, bribery/lobbying but it doesn't look like China has dropped the same levels of cash as the west (that's the way it looks to me, at least!) so they can just roll out new models every so often that are more than good enough.

This level of cash burn in means the west has no choice but for this to succeed or every pension fund and stock will tank! And China knows this, hence the push to release more and more really good models.

Anyway, just my $0.02