> Any other scenarios?

Get to Tuesday, restriction is lifted. Get to Friday, restriction is back on. Confusion reigns.

Interesting scenario though: do the other labs attempt to “dodge” the import restrictions by claiming their models are “dumber and not a threat” thereby maintaining larger market access.

If so, doesn’t this basically force a stall in US-based development? EU will keep doing its thing at its pace. Chinese models will get a boatload more popular, but will probably slow down as they can drop to whatever pace they wish.

cynical follow-up: if they’ve plateaued, is this a clever way to avoid the negative consequences of the market implosion that a substantially substandard model release would cause, thereby giving them an “out”?