This is a situation in which a government would typically step in and force companies to stop ratfucking end users in favor of business partners, but the problem here is that (a) it's an international problem that would require cooperation with China and (b) the US has the most venal administration in history and has already taken bribes from AI and hardware companies.

These companies going all in on purely AI partnership sales are foolish because the aforementioned user ratfucking is step two of Doctorow's original description of enshittification:

1. Attract users and partners with market disrupting quality of service

2. Screw over users in favor of partners, knowing that users are less likely to be critical and more likely to be locked in

3. Screw over partners once you've achieved enough market dominance that they are also locked in

4. Use rent seeking behavior (government bribes, etc.) now that you've exhausted your users and partners for growth