The synchronized call safety regulation in US could be (partly) motivated by the fact that OpenAI and Anthropic are actually losing market share

They are both on track to profitability but surging revenue is currently masking an alarming symptom. Their percentage of global token usage is *probably* declining. News about big spenders like Uber throttling their bill at frontier models is probably just the tip of iceberg because OAI and Anthropic internally know better. Anecdotal experience: i work for a small team based in Singapore that this year switched to DeepSeek for bulk of our workload, which is boring text processing - indexing - classification and insight extraction. We can now process much more data with same budget. Naturally i believe many orgs also want to spend more efficiently on tokens. Alignment is genuine topic and China should join. But i'm certain that any attempt for protectionism (e.g. banning open weight per Dario's repeated call) would only affect US consumers and businesses. China would back out if they know US just want to clip their wings, e.g. imposing unnecessary guard rail on models that doesn't need it or restricting availability of open weight. Most of you probably don't know about "war of the currents" during early days of electricity. Thomas Edison is definitely a pioneer on electricity, but he consistently cried about danger of AC current, frequently electrocuted animals using AC current as marketing ploy to sell DC current. DC eventually lost because it is grossly inefficient at scale and at distance. Time will tell if Dario Amodei and Sam Altman are Thomas Edison v2 or not.