I think it is simpler, but bannin open weight is a collateral worth scoring nonetheless.

AI fails to deliver on the multi trilion usd promises:

Gov/venture says: oh, wow, what will we do with all these datacenters, we need money back!

OpenAI/ Anthropic: let's monitor the citizenry. They may be plotting nefarious schemes using AI models.

Gov: great idea. Whew.

Investors: whew!

Tax payers: paying to be in prison.

So not so much as defense against foreign actors, but failure of the self-tooted AGI goal + gov being gov.