The perception in the rest of the world is that America has gone completely off the rails and could do almost literally anything at any time. I don't think this comment is that strange.

I do not know what you mean. The US and US-based companies have now become a liability. Global politics change on a day-by-day basis, EU has frozen trade agreement discussions because the tariff situation is unclear. There are open discussions in Sweden about how we can reduce our dependence on US-based companies, because we do not know whether that dependency will be wielded as a political tool against us.

Which part is sarcastic here? As far as Europe as market goes, Software industries have already started to feel the pinch. Right now data protection and privacy rights of common people in the US is at lowest point, as we have seen in the news, anything goes for this administration. One must be living in an alternate reality to not see these things happening.