You're partly right. But OTOH, China is (pretty successfully) developing its own AI solutions, and even the (former?) US allies in Europe, America and Asia have become painfully aware that they are dependent on a hostile US administration and tech companies cozying up to that administration, and will be wary of further deepening this dependency, so they will also prefer home-grown solutions. So the addressable market for US companies is much smaller than the global market, even in countries that could theoretically afford Anthropic's and OpenAI's prices.

Globally available AI means cheap LLM pilots offshore means huge wage deflation in white collar jobs in the US.

…assuming the AI pace of progress slows down enough that there are still meaningful white collar jobs to have.