On Chinese AI Competition & Poland As AI Play

Companies’ AI bills can quickly get out of control with token pricing and AI agents assigning themselves work. Increasingly, US firms are cutting ties with the likes of Claude in favor of vastly cheaper Chinese models. How much of the US AI market Chinese competitors capture could determine the fates of Claude, Gemini, and ChatGPT, Melissa says. Today, she explains the decision calculus that has corporate America rethinking how to use AI most cost effectively and where to buy it from. … Also: Poland is an unlikely Silicon Valley, but its economy is fast becoming a tech powerhouse. William discusses how Poland’s AI ambitions could be just what its economy needs.