They're pushing their customers to their own competition by doing this.
They are pushing their customers towards Chinese models and providers. If you want to get something cutting edge done in defense, cyber, biology - something that isn't common knowledge - you need to venture east. That's an incredible side effect which the Chinese government surely enjoys.
It’s not like ChatGPT isn’t doing similar. I’ve been hit by cybersecurity strikes before while working on an internal codebase that I had to appeal. Anthropic hasn’t done that to me yet. ChatGPT also regularly does that “thinking for a long time while we check if your chat is rule breaking” thing a lot for me when doing model identification without even interacting with external codebases or services.
The real answer is local instantiations where you don’t have to worry about poorly tuned guardrails screwing you over while you try to work.
Until eventually the Chinese models get good enough/the strategic balance shifts and they start locking everything behind closed weights the same way the US companies are doing.