They’re playing games behind the scenes to massage and manage their earnings.

China is gonna win long term there’s no doubt. The fact that the American firms haven’t created immense escape velocity despite the disparity in spending is quite telling.

The nice thing about hosting inference locally is that you can be sure you're not being rug-pulled in any way. This doesn't really help China 'win' though, it's just freeloading on them making their weights openly available.