MacroVoices · Thursday, October 1, 2026
David Rosenberg suggests that the rise of free, open-source AI models from China could act as a global disinflationary force and challenge the dominance of US AI companies. He believes this global competition indicates that there are no significant barriers to entry in the AI space.
“And one way that I think China will once again, as it's done in the past, exert itself as a source of global disinflation.”
“There are no real barriers to entry.”