> The real loser in all this is obviously Europe, which has nothing competitive once the Chinese models are gone.

Those models are open source / open weights. Europeans can continue with Chinese models as a base same like Cursor used Kimi K2.5 a base for their composer 2.0 model or SWE-2 from cognition is post-trained Kimi K3

Similar to how some labs have done free stealth model releases. Trillions of coding tokens ought to improve performance of the downstream model. However, improving the base model architecture remains the bottleneck since you will not reach RSI with just that (assuming you ever can). And compute, lots of compute…