Sphere Semi CEO @StevenGlinert argues China is using the BYD playbook for AI: go cheap, win global adoption, then restrict access once it reaches the frontier. "It's an export-oriented commercial strategy which China has taken on any market they've ever been competitive in, whether it's batteries or BYD. It's low prices and get adoption." "As they feel they are closing the frontier on US labs, these companies will do the logical thing and restrict access. They will not make it open source…