From US companies that is.

If it's the case then software engineers still have the same place as pre-ClaudeCode era, because 4.8 and 5.5 are damn good at algo but notoriously bad at architecture and coordination.

Yes, we will get a crippled version of Mythos, 5.6 and future models, while the chosen few will have unfettered access.

Thousands of American engineers all over the country (most of whom probably aren't on Hacker News) work with ITAR/EAR-regulated software and hardware every single day: these regulations are really not difficult to abide if you're a citizen.