Anastasios Angelopoulos joins MTS to discuss the latest frontier model releases from Chinese labs, price-performance dynamics on the Arena leaderboards, and the business models behind American open source AI.

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Timestamps:

(00:00) Introduction

(00:01:05) First Impressions of Qwen 3.8

(00:07:22) How Qwen Performs on Math

(00:10:30) US Economics of Low AI Pricing

(00:17:29) Duration of Anthropic Dominance

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

The Supply Chain Threat to American AI Startups | Anastasios Angelopoulos

MTS

The Supply Chain Threat to American AI Startups | Anastasios Angelopoulos