Sequoia Capital partner focusing on sovereign AI; authored viral 'America's open model paradox' essay warning of US dependency on Chinese open models and undetectable backdoor risks.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Sequoia's 'America's open model paradox' essay argues US builders are structurally dependent on Chinese open models (Kimi, DeepSeek) because US frontier labs restrict distillation; Chinese models may contain undetectable backdoors (NP-hard to verify) and 'time bomb' triggers, creating national security risk requiring independent US open ecosystem.