[ant-kinesthetic]

Exactly. If they wanted to they could produce the same amount of data. Companies like Scale, Mercor, Surge exists for a reason, a reason that doesn't need to exist in China if they mandate Chinese enterprises to provide all their real world data (or have them work inside RL environments) to the model companies for post training. There is no real advantage that US companies have except a head start, and as Jensen said, a ton of the research advantage is skewed since a lot of the best researchers in the US are Chinese nationals. I do think the model is just one piece of the pie (not to echo Jensen too much), and hopefully we will always be able to serve these bigger frontier models in a much more efficient way as well as building out the application layer faster which actually makes them useful and/or more dangerous/powerful.