Chinese labs are gated by lack of compute, at least until they can build their own EUV machines.
At some point, they'll stop releasing models for free and will need a license.
At some point, they'll stop releasing models for free and will need a license.
Is this a guess, or do you have any information to back that inference (no pun intended)?
There are already rumblings of CCP wanting to control export of top tier frontier models.