Look what's coming out of China, they are catching up on performance and surpassing the US in efficiency. They're on a different level when it comes to open releases of weights.
I don't, to me the entire premise is a bit flawed at it's core (ASI), and I read it like bad science fiction with China playing the bad guy just a narrative crux so we get to the acceleration timeline and warring nation states.
The US/China divide is one thing, but if I'm asked whether I trust OpenAI or Deepseek, as companies, more, I'm not sure how I'd answer. I suppose my default is to distrust whoever is in the lead, since the lead is power, and power corrupts.
Everyone knows the Chinese are capable of whatever they put their minds to. But stealing IP to skip some steps is part of the system.