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Technology
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They all got caught in an unsustainable build out. They are all under pressure to find some gentleman's agreement to slow it down so they have more time before investors realize they aren't getting their money back. It is the usual tech scam of fake it til you make it. When you aren't going to make it you need to find excuses and delay.
And the big problem for them is that they have no leverage of Chinese labs, and it's hard to ban open models.