1. China is a bigger market than the US for Ai, they are on pace to process 100Q tokens this year, roughly the same or more than the US big companies
2. Enterprise trends are towards open weights, several routers and vendors now have more than half the volume going towards open weights
Yes, but thats not something a company engaged in regulatory capture for themselves care about: especially if they're worried they'll be outpaced and overtaken by the Chinese labs. Which they will be, IMO.