> Chinese labs must entirely retool from harvesting frontier model data to producing the data systems and efforts to produce novel data

Even if your characterization is accurate, they could do this tomorrow and are not so myopic that they wouldn’t have thought about it. I don’t see this as a barrier, and I see a lot of the same underestimation of Asia that’s been happening for 50 years. There’s not some innate American advantage to building LLMs, and personally I think whatever head start the US has is going to be squandered on delays from the export control “to dangerous for release” LARPing we’re seeing.