“We engage in countermeasures to protect our IP, including a careful process for which frontier capabilities to include in released models, and believe . . . it is critically important that we are working closely with the US government to best protect the most capable models from efforts by adversaries and competitors to take US technology.”

The above OpenAI quote from the article leans heavily towards #1 and IMO not at all towards #2. The later would be an extremely charitable reading of their statement.