[CuriouslyC]

It's clear what's gonna play out. Chinese open source labs are slowly closing the gap, and as American frontier labs hit diminishing return on various tasks, the Chinese models are going to be good enough for the vast majority of use cases. This is going to strip American labs ability to do monopoly plays, and force them into open behavior.

The only place frontier labs will be able to profit take is niche models for specific purposes where they can control who has access to traces tightly. Any general pupose LLM with highly available traces is gonna get distilled down instantly.