100% agree. I think OAI is too, but more subtly.

Both have taken huge amounts of investment money, and those shareholders will come knocking for their returns at some point.

They make money on token use, but that’s hard to do when China is launching models that are 80-90% as capable, cost 1/10th, and can be deployed for “free”.

I imagine they’re also pissed that most of the Chinese models are distilled from their own (the irony being that they scraped the entire internet to train their own ones).