I think - as someone who knows nothing about data science (don't tell Tony or he'll kick me off the platform - I wish!) or economics, except the stuff I glean from the papers - that this is the big point.

Silicon Valley AI had managed, through smoke and mirrors, to pump stock investment to the point where it was 'too big to fail'. Everyone remembers the dotcom crash, and no government or central bank governor wants that shit hitting the fan on their watch.

So the emperor's circle jerk had to continue, to avoid everyone getting their fingers burned, egg on faces, pants down etc.

Then the Chinese enter stage left and knock the whole house of cards and hall of mirrors down.

(How many metaphors can one pack into a single comment?)

Once the AI systems of OpenAI, Meta et al. are no longer systemically vital to the wider Nasdaq and Western stock markets generally, they lose their immunity against regulation.

The CCP are the saviours of freedom! Or something.