The question mark in my mind over the technological superiority is whether the additional volume of data they see due to capturing the top of the market allows them to do recursive self-improvement in a way nobody else can match, before any of the other labs can figure it out. That's the only runaway outcome I can see.

The Chinese models are adopting licensing quite rapidly and Xi will soon enough close them for security reasons. The most widely used model, integrated across Bytedance apps and operations, has never been open and is most closely associated with the state.