Cynthia Zhang said Chinese AI models are expanding overseas share via open-source routes; despite short-term revenue trailing OpenAI and Anthropic, sales are growing rapidly. Chinese models have led US models in weekly OpenRouter usage for 24 consecutive weeks, while Harvey and Genspark are building proprietary models on Chinese open-source tech; she expects closed-source revenue to decline and open-source revenue to rise, a trend still in its early stages but growing fast.