DeepSeek et al has contributed tremendously, not only by sharing open weights models, but also genuinely improving the SOTA in inference and training, especially given their compute-constrained situation.

if China starts making cheap GPUs for the entire globe, I will say THANK YOU and will continue my work on AI.

The collaborative nature of open-source (free software) is the ultimate good that benefits entire humanity. I value that more than any other benefit of protecting any company.

How much I care about Nvidia or OpenAI market cap? absolutely zero

How much I care about the poor, but smart and creative people on Earth being able to contribute to the state of the art of AI development? 100% more.