> I tend to agree but open weight model seem to still be lagging behind in terms of capacity, even the recent ones like GLM 5.2.

Haven't they been mere months behind frontier for year(s) now? And if US frontier models are going to be restricted by the US gov from a massive share of their worldwide potential customer base going forward, that also correspondingly cuts US labs’ revenue and ability to train new models, so unless Chinese models are wholly dependent on distilling more powerful models…