This is definitely part of it. I think the reports/PR over the past month ended up being a serious unforced error.
Chinese models are increasingly closer to the frontier, while being able to run on much cheaper hardware than what US frontier models run on.
On top of that, both Anthropic and OpenAI showed that they can't really be trusted on data security.
Even if US companies can be forced to not use Chinese models, the rest of the world is going to see the risks and the availability of good enough open weight models for their purposes and be more likely to lean in favor of self-hosted Chinese models or local inference clouds.
> and the availability of good enough open weight models for their purposes
it is childish to believe Chinese are going to give up profits to provide such open weight models forever. the whole idea of being "open" is not compatible with the Chinese culture.
This almost racist read of other cultures has always seemed so bizarre to me. Even moreso when said as an argument on the side of completely closed competitors, some of which are outright seeking to ban open weights.
Chinese companies will continue to provide open weight models as long as it is profitable to do so. Chinese companies are on the more open end in many other industries despite the lack of meaningful foreign competition (for one, 3d printing) so there's plenty of reason to be optimistic as far as I'm concerned.
Chinese models are increasingly closer to the frontier, while being able to run on much cheaper hardware than what US frontier models run on.
On top of that, both Anthropic and OpenAI showed that they can't really be trusted on data security.
Even if US companies can be forced to not use Chinese models, the rest of the world is going to see the risks and the availability of good enough open weight models for their purposes and be more likely to lean in favor of self-hosted Chinese models or local inference clouds.