I dont think its that.

I think they've all hit a performance wall behind closed doors, because the system behind LLMs is.... Not up for the tasks ahead let's say.

Theyre going to use this to go to investors and say 'see we can't make targets, were now hamstrung'

If there's anything actionable about it, it would be collusion to crack down on any Chinese, local, or other AI implementations outside the crony circlejerk.