It’s a nationally-sponsored arms race with Western proprietary AI, so as long as the capital sponsors of Western AI lose their shirts and Chinese LLMs become ubiquitous, I think that qualifies as a win condition. Individual labs are no different than running a local restaurant — yeah, it would be great if you land a massive success story, but just making a bunch of money before moving on to the next thing is cool too, even if it’s just via state-sponsored venture capital.