a16z Podcast
Sourcegraph’s CTO just revealed why 90% of his code now comes from agents—and why the Chinese models powering America’s AI future should terrify Washington. While Silicon Valley obsesses over AGI apocalypse scenarios, Beyang Liu’s team discovered something darker: every competitive open-source coding model they tested traces back to Chinese labs, and US companies have gone silent after releasing Llama 3. The regulatory fear that killed American open-source development isn’t hypothetical anymore—it’s already handed the infrastructure layer of the AI revolution to Beijing, one fine-tuned model at a time.
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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