In what world do you live in where races end just because the score is tied?
I feel it doesn't really matter which country or company has which model open at the moment. Whichever company, open source-based or closed that hits AGI or something much closer to it first wins, period. We're not there yet, we've got lovely conversationalists summarizing all our web crawled answers back to us. It doesn't seem like throwing chips and compute at the problem is the answer, and stifling competition via hardware is just bailing water. I do think he's at least kinda right that it's going to take another paradigm shift in LLMs, traders and other models to some other idea that eventually does it. I don't expect it out of GPT-5.