The article's premise is that USA based LLM providers are losing the AI (cold war) battle because it will not be as adopted as open-weight models, comparing it to closed vs open sourced software. I do not think this is the case because:

* The comparison is weird because open-weight is not the same as open-source software to begin with;

* People based in the USA are at an advantaged position since they have access to both american and chinese models;

* Isn't Running your own model training infrastructure more expansive?

* One can still leverage both, in different phases or use-cases. I do not see how this is an "one or the other" situation.