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There is absolutely no question that the "Chinese models" are economic weapons (purposefully or not) that threaten hundreds of billions of US investment. Paradoxically, those weapons are so efficient thanks to two key positive forces: free market and open source.
@francoisfleuret It threaten some American investments (OAI) while propping up others (Nvidia, Microsoft, Together), unclear if the effect is negative -- market cap of companies whose value comes from original closed weights is small relative to the whole AI market.
@francoisfleuret it threatens bloated/bad investments. As for markets, they seek the direction of efficiency like they always have. Any notion of economic warfare is as silly as blaming the Chinese for our greed/inefficiencies.