> Which is totally insane competition, particularly given how low switching costs

Which is why OAI and Anthropic will most probably push for more governmental control and bans. Without it their whole income model is cooked.

I'm not sure if corporations will be willing to allow LLMs to go the way of EVs.

Then again, all of Chinese models are open. And DeepSeek even publishes research papers alongside their models that go in depth into the methodology. I guess there's not much stopping USian companies from copying

The U.S. has ~350 million people.

Anthropic and OAI can piss and moan all they want - limiting the U.S. to only their models would hurt the U.S. economy in myriad more ways than the failure of a couple of companies that scaled too quickly. If they get that outcome, the rest of the world would simply keep moving forward with access to open models and tokens at pennies on the dollar.