[slowpacket]

China is unpredictable; you never know where their red lines are. An Australian journalist got years in prison for leaking something that was about to be public anyway. The founders of Manus also had their freedom of movement restricted. Entrepreneurs who invested in China have said they can’t get their money out.

If China, or Chinese companies, end up with a monopoly-like advantage in AI, the result will be like the current rare-earth situation. China will absolutely put strict controls on AI models, and that would be much worse than depending on OpenAI or Claude.