The problem is the cat is already out of the bag on the technology. Anyone can go over to Huggingface, follow a cookbook [0], and build their own models from the ground up. He cannot prevent that from taking place or other organizations releasing full open weight/open training data models as well, on permissive licenses, which give individuals access to be able to modify those models as they see fit. Sam wishes he had control over that but he doesn't nor will he ever.
Im thinking mainly if they manage to get some kind of regulations that make open source impractical for commercial use, or hardware gets too expensive for small hobbyists and bootstrapped startups, or if the large data center models wildly out class open source models. I love using open source models but I can't do what I can do with 1m context opus, and that gap could get worse? Or maybe not, it could close, I don't know for sure, and how long will Chinese companies keep giving out their open source models? Lots of unknowns.