1. Public research on LLMs will continue to decline (see research) 2. Nations will hoard breakthroughs more and more. 3. For-profit labs will yield more and more to the regulation of their nation-state cradles. 4. Some of the new ones will try to be stateless if they can manage it, and still secure venture or other funding.
It was imprudent for the US to tip it hand this early. Oh well. I think we will all regret it together.