History doesn't repeat itself, but it does rhyme. Most of the discussion here seems to focus on the events of the past repeating themselves in almost the same manner, and ignoring the differences, which are substantial. We're not talking about goods produced in bulk, but rather about a new intelligence that helps produce job shop type goods. That intelligence itself isn't a physical good though, and it can be copied…
And this wouldn't even be very difficult to enforce. Running SOTA models at useful speeds (which you'd need to actually compete - a local setup like you describe where time to first token is measured in minutes for a decent sized prompt is not going to cut it) requires a lot of compute. Which is to say, hardware, and energy to power it. Both things that can be tracked.