Brothers, have you noticed a chilling fact?

In the AI era,
It seems there are only two countries on Earth.
The U.S. is building:
ChatGPT, Claude, Gemini, Grok, Perplexity.
China is building:
Doubao, DeepSeek, Qianwen, Zhipu, Kimi, MiniMax, MiMo.
What about others?
Europe, Japan, South Korea, Russia, India, Brazil, Southeast Asia.
Over 190 countries.
What are they doing?
The answer hits hard:
They are using Chinese and American AI.
They have no self-developed models.
No open-source ecosystem.
No talent reserves.
No computing power investment.
They are even still debating whether to regulate.
I'm not criticizing other countries.
I just think this is very counterintuitive.
In the past, we talked about globalization—
Every country had its own supply chain.
Now, in the AI era,
The supply chain is just two players.
Other countries are all downstream users.
Even more terrifying,
Downstream users have no bargaining power.
You use ChatGPT,
The rules are set by Americans.
You use DeepSeek,
The rules are set by Chinese.
You provide data,
They collect the value.
Model iteration depends on your data,
But the model doesn’t belong to you.
Brothers, have you ever thought about
Why Europe is so developed,
Yet hasn't produced a decent AI product?
Because R&D requires real investment,
Real money burning,
Real talent.
And most AI talents
Have been drawn away by China and the U.S.
The global AI talent flow map
Basically shows talent flowing from various countries to China and the U.S.
This is not alarmist talk.
It’s happening right now.
So returning to that question—
Are only China and the U.S. researching AI?
Are other countries just enjoying AI?
The answer is: pretty much.
The only difference is
Whether you enjoy Chinese AI or American AI.
And this choice
May be more important than you think.