All of these takes are horribly 1-sided.

'China's copying / distilling strategy is working, the people getting distilled are ruining the economy!'

Or 2 days ago:

'Open Models are Communist'

Almost nothing to investigate the economic nuance of what is going on.

- Switching costs are very real, these are not perfect substitutes.

- The SOTA makers are the one's pushing the frontier, there is a kernel of truth in the fact that if they collapse, certain things will struggle to move forward.

- Nobody trusts either of those nation state, export controls are a thing, this is a very real concern.

Etc.

It's distressing that there are not sound comprehensive takes.