If they intend to keep training then they can have, privately, increasingly advanced models that never become public because they don’t meet their “pacing requirements”.

Then they all build a larger moat cause china doesn’t get to distill private models for a while.

As long as the consumers “buy” this pacing and keep paying for current level public models, doesn’t seem risky from a business standpoint.

Alas, that’d also leave us gov in a position to seize the private models at any time.