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Article link: https://open.substack.com/pub/johanos... This article argues that the next big shift in enterprise AI isn’t only about cheaper models — it’s about geopolitics becoming a practical constraint inside your technology stack. As a wave of low-cost Chinese models emerges, business leaders will face tougher questions about where data is processed, which laws apply, how model updates are governed, and what that means for compliance, security, and public trust. The article recommends a calm, structured response: treat model choice as a risk-tiering decision rather than a benchmark contest. Use different models and hosting arrangements for different levels of sensitivity, demand auditability and clear data-handling commitments, and build a multi-model strategy that balances cost, capability, and trust. The takeaway is simple: “Which AI are we running?” is now a leadership question, not just an IT question.