America's AI infighting is literally driving traffic to Chinese competitors DeepSeek's US downloads jumped 20% in a single day after news of the Pentagon-OpenAI deal broke (per @SensorTower and h/t @jaswu_ ) 🧵

when Claude crashed Monday after hitting #1 on the app store, Chinese AI lab Zhipu absorbed users and did a victory lap

the AI trade was built on the core assumption of American dominance... but that's falling apart just as geopolitics are picking up. and instead of building a coherent national AI strategy, the pentagon is blacklisting Anthropic, accelerating this shift

The contrast with China's unified strategy couldn't be starker... and the market is taking notice