According to Mark Cuban, if Chinese foundational AI models are perceived as better and cheaper, China could open source them, leading to broad developer adoption and creating a trojan horse to influence how people think, which poses strategic risk to U.S. AI leaders; source: Mark Cuban on X, Nov 1, 2025. According to Mark Cuban, traders should consider the risk of margin and pricing pressure on U.S. AI software and platform names if open-source alternatives accelerate, potentially lifting competitive risk premia across AI equities; source: Mark Cuban on X, Nov 1, 2025. According to Mark Cuban, the emphasis on large-scale influence risk can weigh on AI-related crypto narratives and overall crypto market sentiment if trust in model outputs becomes a market theme; source: Mark Cuban on X, Nov 1, 2025. According to Mark Cuban, positioning may focus on monitoring flows into open-source infrastructure, content authenticity, and cybersecurity while hedging AI exposure around headlines framed as an AI tech war; source: Mark Cuban on X, Nov 1, 2025.