Do American companies think about the "financial politics" of their decisions? I somehow really doubt it. Government takes sides and sometimes applies leverage to get companies to do what they want, but that's something separate from "it's a good business decision for Chinese labs to treat models as commodities". There's no need to think about geopolitics - American AI companies could easily take the same approach as the Chinese, but they all want to get exciting and huge VC cash rather than boring and less lucrative Compute-as-a-Service money.