Personally I anticipated nefarious behaviour as part of a broader marketing strategy to sway the view of those in the west that american frontier offerings were far better and powerful than that of China - that if you did not purchase their offerings you'd be awake every night worrying your competitor was.

And this is boring - they need to admit at some point they misinvested, Anthropic less so. All this math stuff is great... but hello? The largest market cap companies are valuable irrespective of such amplified intelligence.