I don't think people understand just how bad it will be if an American open source champion doesn't emerge soon and the big labs succeed in creating modern East Indian companies and ban open models on moronic national security grounds. "If a credible Western open frontier player does not emerge, the consequences cascade quickly. This is the inverse of the early Internet wave. In the 2000s and 2010s, Western companies — Google, Facebook, Amazon, Apple, Microsoft — dominated globally while China carved out its own walled garden. "The AI version flips that dynamic on its head. "Without a credible Western open frontier player, the only open models capable of running entire economies are made in China. If U.S. policy further restricts Chinese open-weight access on national-security grounds, the U.S. ends up with two or three closed Cathedrals serving the U.S. market — and the rest of the world picks the AI stack that is free, capable, self-hostable, and not embargoed. "Europe, Africa, Southeast Asia, Latin America, India, the Middle East. "Roughly six billion people. "Chinese open models become the global default by 2030, and the United States ends up technologically isolated from the majority of the world’s AI users. "We would have done it to ourselves."