People make mistake of thinking that their only way of making money is directly selling tokens. They miss the fact that if you have AGI it’s better to keep tokens to yourself and sell final results instead. When we all loose jobs it’s not going to be to somebody using their tokens, it’s going to be to them selling final products. Selling tokens will be to them like selling books by Amazon, their revenue will be dominated by self branded services and products that doesn’t require exposing AGI internals directly. Tokens API will always be nerfed.
Not the parent, but I guess that if AGI happened and was competent enough to trade markets, they'd earn the company back their investment in a short period.
I have doubts the gap will widen. If you look at the research papers, the majority of researchers are Chinese. Of course many of them are living in the US or elsewhere. But under the current circumstances, many are returning home or choosing not to leave China.
The future of cutting edge research and tech seems to be progressively moving to China. And a delay in model quality could represent more of an unwillingness to burn stacks of cash to be first, when you can have the same thing slightly later for much cheaper.