If what you're saying is true and accurate, then US-based AI labs are in big trouble. The only saving grace might be some sort of a 'national security' proclamation banning the use of state-of-the-art Chinese (and non-US) models across US federal and state governments and large enterprises (especially ones with federal government contracts), but even still, US AI labs will probably lose out massively on international market if a smaller model can match SOTA of just a few months ago.
There's no way large companies outside the US will pay the "US AI lab" premium if they can get the same workloads done at a fraction of the cost using open-weight models that they can self-host and optimize/fine-tune on.
There's no way large companies outside the US will pay the "US AI lab" premium if they can get the same workloads done at a fraction of the cost using open-weight models that they can self-host and optimize/fine-tune on.