thebonafortuna
Ars Tribunus Militum
What's working in favor of China is TikTok et all. Chinese companies have a never ending funnel of new data they can use to improve the system with zero cost and zero morale objections. Why bother with synthetic data? If it's any good, the Americans will use it, the Chinese can steal it (again....again), and augment all the other data they're being fed.There is no moat whatsoever for these companies. Today’s state of the art is going to be trivial for small companies within just a couple years and OpenAI will be in the dustbin of history.
It's like the "Food Chain" from the Simpsons back in the 1990s. Except the human is Chinese AI companies and all the animals are the rest of the world they're stealing from.

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