Ultimately, the breakthrough in AI is going to either come from eliminating bottlenecks in computing such that we can simulate many more neurons much more cheaply (in other words, 2025-level technology scaled up is not going to really be necessary or sufficient), or some fundamental research discovery such as a new transformer paradigm. In any case, it feels like these are theoretical discoveries that, whoever makes them first, the other "side" can trivially steal or absorb the information.