The Chinese govt has a strong incentive to break dependence on the US for AI needs and build domestic models, but not to spend trillions to subsidize these models for the rest of the world.
Agree but I think they'll spend whatever they can to subsidize and break dependence on US models. Whatever isn't spend on US models will be spent on chinese models. Europe will remain a small single digit % unless they get their act together.
Closed models doesn't mean monopoly, cause they compete. And if the best thing for humanity is for good open models to exist, even those evidently required good closed models to copy from.