No, I haven’t, but I’ll donate $20 to the non-political charity of your choice if it doesn’t turn out to sit a significant difference from the frontier.

I think it’s a safe assumption that they’re leaning into “sovereign” because performance is bad.

I think you have it backwards. Sovereign is the goal, good can come later.

There is a proliferation of sovereign models under development specifically to address data sovereignty, and a loss of performance is absolutely acceptable over the risk that a once ally will turn adversarial, or a foreign business stops serving what has become critical infrastructure.