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The Airbus software update threat and the 70% domestic wafer target are the same story told from opposite ends. One shows what leverage looks like when you depend on foreign proprietary systems; the other is the response. China's open-source AI dominance fits this pattern too. Meta already proved that https://thesynthesisai.substack.com/p/the-open-secret. If Chinese models become the global default, the leverage they create may eventually matter more than the code they share.

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