I totally get the speculative aspect. However, the entire premise of them making money off software engineering is predicated on a truthfulness of whether they use that data or not. Otherwise the Chinese models (which make no promises and do log) become more viable…

I don't necessarily think it is, because of regulatory capture. We're seeing Anthropic and OpenAI try to squeeze the chinese in the courtroom more and more, and I think it's to your point: they're all doing the same things, so now they need to employ extra-business tactics to get their marketshare. I think they're hoping that Chinese models become unviable because they're literally illegal, which I don't think is very far off from happening soon. Which is bad all around, but everyone is playing dirty right now.