> International distillers doesn't use that premium content, so they don't pay for it.

This doesn't seem to be true. They are training on their own scraped data overwhelmingly (we can extract copyright data from, eg, deepseek). They couldn't get nearly enough tokens through the American APIs to train a model on alone.

> American companies and their business are protected by American laws and have access to the market protected by those laws

Absolutely. Currently international providers are selling inference on the American market though, I don't know how that will sit legally the way things are currently going.