The open models are now good enough. The rest of the world needn’t concern itself with the petty dramas of the colonies any longer

Good enough for what?

The labs are betting on there being more applications for stronger models and that many existing applications will continue to need stronger models to keep up with competitors.

The US controls most of the capital in the industry, including most of the compute used for training. And also, NVIDIA, arguably the most important actor in the industry