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State of Open-Source AI, 2025
The Brief: China ↑; US ↓; SLM/LLM ↑; open source ↓; open weight ↑; non-industry developers ↑; industry developers ↓
Dec 4 • 
Arwen Smit

November 2025

The Genesis Mission and the Rise of Sovereign AI
The Brief: Genesis is an inter-generational message of hope for the US public, with national security as the immediate beneficiary.
Nov 27 • 
Arwen Smit
Stop asking bad questions on AI risk
The Brief: Why bad questions drive bad outcomes—and why no country can ‘win’ AI
Nov 21 • 
Arwen Smit
When China Consumes the Future
The Brief: How rising domestic demand for rare earths could erode US competitiveness across the AI stack
Nov 13 • 
Arwen Smit
US compute diplomacy: Middle East AI diffusion via UAE infrastructure
The Brief: Friends of my friends are my enemies
Nov 6 • 
Arwen Smit
Introducing Red Line
A new approach to frontier risk and foresight
Nov 6 • 
Red Line
 and 
Arwen Smit
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