if you genuinely think either of your sentences is an accurate world model, i think you are miscalibrated.
what I actually think is way crazier than that. if you asked me (which you didn't) I'd say that I think that behind the scenes what all these llm and ai companies are doing is licensing chinese tech
i regard the timing for the openai fiasco right after the apec meeting in sf as too good for this all to be true