[maxglute]

> A) The "IP" they're concerned about isn't the same IP you speak of. It's the investment in RL training / GPU hours that it takes to go from a base model to a usable frontier model.

Investment/gpu hours is locked behind export controls, which Anthropic supports since it keeps GPU prices low(er) sans PRC demand. Given that why would PRC labs care about US IP laws, the high level story is pretty clean, there's no healthy competition when US policy (supported by US labs) has been stacked to keep PRC behind, and it's entirely reasonable within PRC purview to circumvent.