What that's going to look like I couldn't begin to imagine, but I think you might onto something about the AI industry not being all that capitalistic presently. Not an economist, but we're definitely in oligopoly territory here? Because there are only like 4-5 serious companies here.
I too may be accused of having the faith that it's "all going to work out" though. I think it will. I think when things start getting weird enough a bunch of creative people will figure out logical solutions that work in the moment and we'll run with those. Barring revolution, that's kind of how things have always been. Things get weird, then we figure out how to fix it or go to blows over it. I think going to blows domestically is pretty unlikely as of yet though despite the "dooooom" narrative that a lot of people tout.