yes, this seems to me to be the reason why these three companies want open weight. everyone wins (but especially big tech) in the open weight world except anthropic and openai. i suspect even google could live with the open weight scenario; they are in a sense the only tech company that is perfectly hedged in this respect.

i suppose this is part of why openai and anthropic have not been shy about advertising the scarier strains of their models, these past few months; they basically have to force the white house's hand or risk being commoditized among the various other options in a microsoft/openrouter dropdown.