Invest Like the Best with Patrick O'Shaughnessy · Tuesday, October 20, 2026
Recounting a recent trip to meet customers in France, Christina Cacioppo shares that French software companies in Paris are predominantly using Chinese models. She notes this shift occurred after access to Claude was closed to non-Americans, highlighting concerns over business continuity risks.
“One of the things that was very surprising is a lot of the French software companies in Paris are using Chinese models predominantly... We basically all switched to Chinese models when Trump closed Fable off to non-Americans.”