It’s quite clear that OpenAI has a significant lead over everyone else. The only other country outside the west that even has a chance at developing something better than GPT-4 soon is China. China has a pretty cautious culture as well so it’s quite possible that a bilateral moratorium can be negotiated with them.
ADDED: Even without considering X-risks, China’s rulers cannot be pleased with the job displacement risks that GPT-4 plus Plugins may cause, not to mention a more powerful model.
They have trained a huge number of college graduates and even now there are significant unemployment/underemployment issues among them.
ADDED 2: If you think many companies can do it, please identify a single company outside the US/UK/China with the capability to train an equivalent of GPT-3.5 from scratch.