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AI & Enterprise

China AI firms\' open-weights strategy questioned as revenue trails OpenAI, Anthropic by 90 percent

Seven major Chinese AI developers’ annual recurring revenue is about one-tenth that of OpenAI and Anthropic, the South China Morning Post reported, citing Rhodium Group estimates. OpenAI and Anthropic together exceed $100 billion. ByteDance and Alibaba lead among the Chinese firms, while some, including Moonshot AI and DeepSeek, pursue fundraising at high valuations. Analysts also warn heavy computing investment could prolong losses, and open-weights strategies may hinder monetisation.

AI & Enterprise

China\'s AI valuation soars but revenue is only 10 percent of OpenAI and Anthropic

Chinese artificial intelligence models are spreading rapidly, but an analysis shows revenue is lagging far behind that of U.S. AI companies. Rhodium Group estimated annual recurring revenue for all Chinese AI models at $10.7 billion, about 10 percent of the combined level of OpenAI and Anthropic. It also said valuations at some Chinese firms look excessive versus revenue. The gap is tied to listing moves and shifting revenue forecasts.

AI & Enterprise

Vibe coding makes app building almost free, but monetisation depends on market know-how

Vibe coding using AI has sharply lowered barriers to app development, but generating real revenue depends less on code and more on understanding the market, product quality and distribution strategy, an analysis said. Rocapine CEO Stan Marchand said most development can be automated, while the remaining work by humans determines profitability. He pointed to metrics such as cost per install, paid conversion and early retention, and stressed licensing checks, privacy safeguards and verifiable data.