Yup, Google is probably almost gleeful, for now, that the likes of deepseek and qwen are helping it clear out space from its competitors....I know, but if you listen to his interviews it is clear that he is being pressured by shareholders to close-source Llama because of the exponential (?) increase in AI dev costs.
DeepSeek V3 just blew a huge hole on his argument that an infinitely growing multi-billion investment is necessary.
Similarly for Sam, you can see that OpenAI will get pressured.
In the West, Google seems to be the best going forward on inference and scaling up.