Apple’s Android Battle Offers US AI Companies a Playbook for China
October 8, 2026
Alicia García-Herrero and Soumitra Dutta examine the rapid rise of Chinese open-weight AI models and the strategic challenge they pose to leading U.S. technology companies. Drawing on Apple’s response to Android, they argue that U.S. AI companies should focus less on winning through volume and price and instead protect their competitive edge through innovation, full-stack integration, selective open-weight releases, and trust.
