There's no moat to AI models so it doesn't really matter who develops it first. If AGI happens none of it matters since it won't be controlled anyway. If there's an exponential wall then everyone will be at it within 12 months of the first person hitting it and then it's better not to have spent the cash pioneering the path.

The long-term idea that the we have to compete claim is based on is like AGI and it's gonna really care what Elon tells it to do. This is a dumb idea regardless of how it fails.

AI models are seeming the ultimate in fungible commodities at this point, why spend on R&D?