If nothing else, Anthropic has explicitly acknowledged the threat to its moat and that the margin is thin between its models and open-weight models. I'd take that as a win for open-weight models.

Good luck preventing distillation and limiting the supply of accelerators to China when Jensen himself is a strong opponent of any such barriers [1].

[1] https://youtu.be/Hrbq66XqtCo?si=VJh2QjOzkqT3iMjl&t=3456