> ...drag it into a standards committee to either devalue it or slow the leader down

Anthropic et al recently proposed a supranational AI governing body designed to slow everyone down (euphemistically calling it "AI pacing"). Are the Pacer signatories losing?

That could be a move towards regulatory capture. Enact standards that they (and OpenAI) largely control, block access to Chinese models in the US, and effectively prevent challengers from catching up.

At the same time they slow down the arms race, so they can back off on training Capex without losing their lead.