They'll just lobby the government, feds will label them a security threat and ban them from corporate use. The American AI VC will breathe a huge sigh of relief and call it a day.
Nothing says capitalism like writing laws to stop the competition needed to fuel innovation.
It's a sound prediction on regulation, but I don't think that's enough.
US is about 4% of world pop. And a lot of private use within those 4% will prioritize price.
Still a huge market with disproportionate spending power but from what I can tell OAI and friends need the outcome to be world conquering on the scale of google in search - global domination. Sub 4% ain't gonna cut it even if it's a thick 4%
With the Chinese models now being 3T too I don't think they have to. Speed/cost wise this already doesn't seem like a viable model. The biggest threat for the economy IMO is if they challenge the whole Nvidia/Datacenter infrastructure money side, which this pretty much doesn't. More likely they will ban running LLMs locally in some way
Nothing says capitalism like writing laws to stop the competition needed to fuel innovation.