Im not worried about this at all. The OpenAI, Anthropic and the US government can play this game all they want... They're just accelerating the development of open source models; and helping destroy the lead the US has built in AI, and their profit margins along with it. This is like the battle between PostgreSQL and Oracle all over. Move up market, isolate yourself to enterprises, and watch while everyone else build…
You cannot justify such a capex on AI anymore. This will drag down the us financial markets and economy too.