Exactly, and a lot of big companies in US are heavily reliant on Chinese models already. For example, Airbnb uses Qwen cause they can self host it and customize it. Cursor built their latest composer model on top of Kimi, and so on. There are far more companies using these tools than making them, so while open models hurt companies that want to sell them as a service, they're lowering the cost for everyone else.

Not for everyone, but they are aiming at increasing hardware ownership costs so more people can't afford local AI