You raise good points and these would make sense under normal circumstances.

But none of this matters if AI offers infinite leverage and America hoards all the compute and talent.

This explains what I mean in a much better articulated fashion - https://x.com/tszzl/status/2065939227167392147

For other sovereign nations, being a market for American technology products is no longer good enough to get access to American tech. I imagine the relationship would become a lot more one-sided (in favor of America) if the model capability gap keeps increasing.