The general idea is that Anthropic/OpenAI is pushing this narrative as an attempt at "Regulatory Capture"[1] which would allow them to make it prohibitively expensive for anyone but them to enter the market thus stifling competition.
I heard someone analogize token vendors to car manufacturers, where American companies only want to produce expensive options, the people want cheaper/better alternatives, and we ban BYD because those with enough money are more "persuasive"
How would that slow down the Chinese models, given that the US has no regulatory reach in China?