What IP? It seems pretty obvious to me that it's not:

  * trademarks (not using the mark)
  * patents (what patent?)
  * copyright (the code and models are all different, and machine outputs lack creativity and are not copyrightable) 
  * trade secrets (any member of the public has the same access to input/outputs)

So what is "IP" here?

More the opposite - companies who stole IP for their own benefit have no leg to stand on when others do it back. Personally I couldnt care less if Chinese labs rip off Anthropic. Its what America would do if they wanted to, for whatever reason (they probably do it right back secretly anyway).