It's not that they can't, but why would they? It's a race to the bottom commodity wise, much smarter to build on top of the model layer like Legora and Lovable than make the models.
So the grand plan is to run US or Chinese models on hardware that you buy from US or China, and hope they'll keep selling us the hardware forever and giving away the models for free forever? Your moat is what? The prompts? The JavaScript for loop calling the model? Neat.
How many times will we do this? This line of thought is precisely why we can't build almost anything, and China can built almost everything. We could do X, but we're too smart - let's offload the actual work to China and we'll run our economy on IP and B2B deals.
