It is very much adversarial, and to view it anything but adversarial is to not see the geopolitical reality and the potential national security implications of AI for what they actually are. Moreover, to claim that China is in the lead with local models presupposes that openai and anthropic could not release local models that are better, which is a big assumption. They do not release such models because they have frontier-grade propietary models that have high value.

As someone who happens to have been born in the US and currently lives here, I welcome China winning. I trust them infinitely more than I trust my own government and industry.

OpenAI and Anthropic are beholden to the capitalist system they exist under and hence cannot compete on local models. Like you say, they must try to maximize shareholder value. China is unencumbered by that constraint.