Their innovation relies on a huge amount of investment made under the assumption that they'll continue to be able to provide frontier models to a global audience. If it turns out the US government only lets them sell gimped models to non-citizens then they'll forfeit the whole global market to China and investors will flee like rats.
Also applies to Chinese models. Give it 5 more months of US admin locking out US models and let's see what the market will look like for OoenAI and Anthropic IPO.
Their innovation relies on a huge amount of investment made under the assumption that they'll continue to be able to provide frontier models to a global audience. If it turns out the US government only lets them sell gimped models to non-citizens then they'll forfeit the whole global market to China and investors will flee like rats.
Maybe, but you know who is also innovating, not gating access, and at most 6-9 months away from reaching parity with US frontier labs?
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Also applies to Chinese models. Give it 5 more months of US admin locking out US models and let's see what the market will look like for OoenAI and Anthropic IPO.