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I don't necessarily think it is, because of regulatory capture. We're seeing Anthropic and OpenAI try to squeeze the chinese in the courtroom more and more, and I think it's to your point: they're all doing the same things, so now they need to employ extra-business tactics to get their marketshare. I think they're hoping that Chinese models become unviable because they're literally illegal, which I don't think is very far off from happening soon. Which is bad all around, but everyone is playing dirty right now.


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