I expect what's most likely to happen is that either Anthropic or OpenAI end up becoming a vendor of record for the government and get a bailout. And then their

I expect what's most likely to happen is that either Anthropic or OpenAI end up becoming a vendor of record for the government and get a bailout. And then their whole business model will be serving use niches which would be considered too sensitive for Chinese models. That's the only plausible business model I can see here.