It is fairly obvious to me that the open models are a form of "dumping" as far as the economics and the desired outcome from China's perspective. They get to watch as the US pours tons of money and talent into an industry, then prevent that investment from having any return. In 5 years we'll be on equal footing, China will have spent 1/1000th the money, and the only downside will be that they spent 5 years being 6 months behind.

China could not be happier.

The same model is going to apply to the silicon supply chain as well is my guess. 1000th the expenditure in exchange for being a little behind the curve.

I worry it will have a very real chilling effect on research and development, since customers will probably very quickly switch to the thing that costs 1/10th as much, sucking out the ROI.