"For antitrust reasons, it’s helpful for the US government to mediate or at least enable these discussions — they don’t need to participate, but do need to issue a narrow waiver for certain kinds of safety conversations. " - Dario a couple weeks ago.

Yes, he was talking about safety, but IMHO they're likely already IMHO pushing the boundaries of cartel type behaviour. And they will use safety as the cover to make it happen.

I suspect we'll see serious price fixing and the DOJ do nothing about it because of the inroads these people have with the Trump regime.

Whether that survives contact with Chinese open weight models is hard to say.