> I’m hoping tech companies in Europe and Asia become independent enough to no longer be beholden to US interests
What tech companies?
At the end of the day, it's all about capital and IP.
American domiciled VCs and companies can outinvest just about any other competitor, and much of the core IP for vast swathes of critical next-gen technologies (high NA EUV, Foundation Models, Quantum Computing) is in the US, but American companies are fine transferring technology abroad (often with American government backing [3][4]) and moving jobs abroad.
China has a similar ecosystem but prefers to invest domestically and for IP to remain within China.
Meanwhile Japan, Taiwan, and Korea continue to back the US no matter what due to tensions with China and North Korea along with existing fixed asset investments in the US.
When companies like Amazon, Alphabet, Microsoft, and others are able to invest tens of billions of dollars in India [0], Poland [1], Israel [2], Portugal [5], Ireland [6], and others it makes them more open to collaborate with American capital and IP instead of dealing with alternatives who cannot deploy similar amounts of capital and transfer IP.
[0] - https://www.bloomberg.com/news/articles/2025-12-11/india-dra...
[1] - https://www.gov.pl/web/primeminister/google-invests-billions...
[2] - https://www.calcalistech.com/ctechnews/article/sjcwdmxxzg
[3] - https://www.state.gov/pax-silica
[4] - https://www.state.gov/releases/office-of-the-spokesperson/20...
[5] - https://www.bloomberg.com/news/articles/2025-11-11/microsoft...
[6] - https://www.irishtimes.com/business/2025/11/27/microsoft-has...
> What tech companies? At the end of the day, it's all about capital and IP.
It's not just about capital and IP. It's now about a halo of related things, like everyone using US payment networks - if the US unbanks you, even banks in your own country can't do business with you[1]. Or everyone using a US-based messaging platform (WhatsApp) because its been subsidised by a BigTech to cost $0, whereas text messages are still not free...
[1]: https://english.elpais.com/international/2025-12-28/the-comp...
>American domiciled VCs and companies can outinvest just about any other competitor,
Because every investor in the world put their money in the US. They knew the best companies and people would centralize around that hub.
When the US is a rogue, isolated idiocracy -- already true, but the world takes time to adapt to this new reality -- how much of that money do you think will flow to the US?
> What tech companies? At the end of the day, it's all about capital and IP.
it's a critical industry, so can be regulated to prevent foreign interference
airlines aren't granted freedom of the air unless they're domestically owned
and exactly the same approach can be applied to tech companies
Japan is a terrible example for you, they are focused on ditching the US.
The world respected IP because the alternative was being tariffed. Now that we already are, the US can take it's IP laws and shove 'em for all I care.