Let’s steelman instead of strawman. The CIA likely cares little about Ant and OpenAI.

What they care about is the US leading China on every militarily and economically relevant technology.

The hawks have long chafed at Huang’s position that we need to sell our best chips to China to keep them on the US tech stack. It’s very obviously giving them the ability to catch up.

I thought I was supposed to believe that OpenAI & Anthropic's methods are so much more advanced than any potential capabilities of Chinese competitors that OpenAI & Anthropic must each be trillion dollar companies.

If I ignore the words, and instead observe behaviour, all of the actions I observe indicate the opposite;potential competitors are treated as very credible threats, even existential ones; and actions indicate that 'maintaining special access to hardware' and 'vying for regulatory capture to shut out competition' are major strategic goals.