This is spot on. There are a few tricks that every US lab has to discover independently or pay huge sums to the few insiders who know because they did it before. It’s much more efficient to have an open research ecosystem. The US labs have trapped themselves in a bad equilibrium.
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Guohao Li 
@guohao_li
why can the china labs build glm-5.2, kimi k3, and many more to come? it is because of the openness. not just the open weights but the whole ecosystem. most of the work done in the china labs is carried by interns. i met brilliant undergrad and graduate interns who deeply