Excerpt:

4. One probable outcome of an open-weight-model-dominant world is full AI communism, which is precisely what China proposes: rather than a market product, AI is a "public good" which will ultimately be provided by the state as a kind of "digital public infrastructure." This future strikes me as a dystopian hellscape, but I've never met an open-weight models advocate who doesn't ultimately concede this is where things end.

Bonus Tim Sweeny explaining the situation in Americanese:

Picture an executive a taco company saying this sort of thing about a new brand of tacos coming onto the market, speculating about the geopolitical and societal disruptions they anticipate as a result of advances in tacos.