[t-3]

Do American companies think about the "financial politics" of their decisions? I somehow really doubt it. Government takes sides and sometimes applies leverage to get companies to do what they want, but that's something separate from "it's a good business decision for Chinese labs to treat models as commodities". There's no need to think about geopolitics - American AI companies could easily take the same approach as the Chinese, but they all want to get exciting and huge VC cash rather than boring and less lucrative Compute-as-a-Service money.

[techpression]

Chinese labs are equivalent to the Chinese state, there’s no separation. Who do you think funds the Chinese labs?

[t-3]

American labs are also funded by the US government. Are they equivalent to the US state? Do Chinese and US labs/researchers exist solely in the international sphere, without any domestic concerns or individual aspirations? The Chinese have a different culture and political system than Americans, but it's not like they're ants without free will or the ability to think. I highly doubt that DeepSeek is operating solely at the behest of the CPC or that they are in business to take down the US rather than to make money.

[Gud]

Before Trump 2.0, this was a decent argument.