The Kimi model performs on par with Q1 2026's best public models in agentic coding sessions, despite being token-hungry and potentially expensive to run. China's open-weight strategy for powerful models is attributed to strategic blindness, lack of compute for customer inference due to US export controls, and an aggressive export strategy. The Trump Administration is expected to create regulatory risk around Chinese open-weight models through soft law, rather than outright bans, to deter enterprise use.