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1. China is a bigger market than the US for Ai, they are on pace to process 100Q tokens this year, roughly the same or more than the US big companies

2. Enterprise trends are towards open weights, several routers and vendors now have more than half the volume going towards open weights

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Yes, but thats not something a company engaged in regulatory capture for themselves care about: especially if they're worried they'll be outpaced and overtaken by the Chinese labs. Which they will be, IMO.

they care because they know it unlikely open weights will be banned, and thus available to American companies, with regulatory capture (onerous requirements) being a "good enough" "ban" that their big models don't face real competition, regardless of the open weight origin. American companies make open weights too, they are equally threatening to Big Ai financials.

That will then create incentives for companies that consume AI tokens to counter lobby against those regulations.

Incentives exist, they are already lobbying and making counter public statement, like Jensen Huang of Nvidia.

His first tweet ever, from this last July

https://images.nvidia.com/pdf/Open-Weights-and-American-AI-L...

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